+581.9%
VTRS vs JBHT
+11,637.0%
-11,055.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.9% |
| 7D | +3.3% | +4.9% | -1.6% | +2.3% |
| 30D | -3.6% | +0.6% | -4.2% | -3.9% |
| 3M | +7.0% | -3.2% | +10.2% | +7.4% |
| 6M | +17.5% | +17.0% | +0.5% | +13.3% |
| YTD | +38.8% | +41.7% | -2.9% | +28.7% |
| 1Y | +69.2% | +90.0% | -20.8% | +47.2% |
| 3Y | +77.5% | +47.0% | +30.5% | +60.5% |
| 5Y | +39.9% | +58.3% | -18.4% | +23.5% |
| 10Y | -47.1% | +273.9% | -321.0% | -60.7% |
| All | +581.9% | +11,637.0% | -11,055.1% | +147.3% |
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 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