+742.2%
VTRS vs JBHT
+9,620.6%
-8,878.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | +10.2% | +0.9% | +9.3% | +10.0% |
| 30D | +18.2% | -1.1% | +19.3% | +18.4% |
| 3M | +29.0% | -14.8% | +43.8% | +32.5% |
| 6M | +23.2% | -7.4% | +30.7% | +24.2% |
| YTD | +71.4% | +17.3% | +54.1% | +64.3% |
| 1Y | +112.3% | +35.3% | +77.0% | +97.8% |
| 3Y | +157.1% | +33.9% | +123.1% | +136.2% |
| 5Y | +77.0% | +22.5% | +54.4% | +63.7% |
| 10Y | -31.8% | +181.3% | -213.1% | -46.7% |
| All | +742.2% | +9,620.6% | -8,878.3% | +215.7% |
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