+134.6%
VTR vs JBHT
+47.5%
+87.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.2% |
| 7D | -1.7% | +4.9% | -6.6% | -2.1% |
| 30D | -2.4% | +0.6% | -3.0% | -2.5% |
| 3M | +14.8% | -3.2% | +18.0% | +15.0% |
| 6M | +5.3% | +17.0% | -11.6% | +3.9% |
| YTD | +18.1% | +41.7% | -23.6% | +14.7% |
| 1Y | +36.7% | +90.0% | -53.3% | +28.9% |
| All | +134.6% | +47.5% | +87.1% | +123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling