+91.5%
VTRS vs JBHT
+51.6%
+39.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.0% |
| 7D | +3.3% | +4.9% | -1.6% | +2.1% |
| 30D | -3.6% | +0.6% | -4.2% | -3.9% |
| 3M | +7.0% | -3.2% | +10.2% | +7.5% |
| 6M | +17.5% | +17.0% | +0.5% | +12.1% |
| YTD | +38.8% | +41.7% | -2.9% | +25.9% |
| 1Y | +69.2% | +90.0% | -20.8% | +41.6% |
| All | +91.5% | +51.6% | +39.9% | +60.3% |
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