+124.3%
VTR vs JBHT
+191.4%
-67.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | 0.0% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +9.1% | -2.2% | +11.2% | +9.6% |
| 3M | -3.6% | -16.5% | +12.9% | +0.7% |
| 6M | +3.8% | -8.4% | +12.2% | +5.0% |
| YTD | +17.8% | +16.1% | +1.7% | +10.4% |
| 1Y | +20.5% | +31.9% | -11.4% | +8.4% |
| 3Y | +132.4% | +34.1% | +98.3% | +99.5% |
| 5Y | +99.9% | +20.1% | +79.8% | +74.2% |
| 10Y | +124.3% | +184.7% | -60.4% | +48.1% |
| All | +124.3% | +191.4% | -67.1% | +48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling