+28.3%
VTEB vs JBHT
+227.2%
-198.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | +0.1% |
| 7D | +1.1% | +0.4% | +0.7% | +1.1% |
| 30D | +4.5% | -2.0% | +6.4% | +4.5% |
| 3M | -0.2% | -16.3% | +16.1% | +0.1% |
| 6M | -0.2% | -8.2% | +8.0% | -0.1% |
| YTD | +0.8% | +16.3% | -15.5% | +0.5% |
| 1Y | +1.3% | +32.2% | -30.9% | +0.7% |
| 3Y | +12.2% | +34.4% | -22.2% | +11.3% |
| 5Y | +3.8% | +20.3% | -16.6% | +3.0% |
| 10Y | +23.1% | +185.2% | -162.1% | +21.0% |
| All | +28.3% | +227.2% | -198.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling