+704.3%
VTRS vs JBHT
+9,226.7%
-8,522.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.6% | +5.1% |
| 7D | +4.6% | -1.6% | +6.2% | +4.9% |
| 30D | +13.8% | -2.3% | +16.1% | +14.3% |
| 3M | +23.1% | -18.5% | +41.6% | +27.5% |
| 6M | +26.7% | -11.3% | +38.0% | +28.6% |
| YTD | +63.7% | +12.6% | +51.1% | +58.2% |
| 1Y | +103.9% | +29.8% | +74.2% | +91.5% |
| 3Y | +145.2% | +28.1% | +117.1% | +127.3% |
| 5Y | +79.0% | +17.7% | +61.3% | +66.8% |
| 10Y | -28.8% | +196.1% | -224.9% | -44.8% |
| All | +704.3% | +9,226.7% | -8,522.5% | +203.9% |
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