+227.8%
VTV vs JBHT
+186.6%
+41.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.1% |
| 7D | 0.0% | +0.9% | -0.9% | -0.2% |
| 30D | +3.2% | -1.1% | +4.3% | +3.5% |
| 3M | +1.7% | -14.8% | +16.5% | +6.0% |
| 6M | +11.0% | -7.4% | +18.5% | +12.1% |
| YTD | +21.0% | +17.3% | +3.7% | +12.5% |
| 1Y | +24.3% | +35.3% | -11.1% | +10.0% |
| 3Y | +76.9% | +33.9% | +43.0% | +51.5% |
| 5Y | +76.9% | +22.5% | +54.4% | +52.1% |
| 10Y | +227.8% | +181.3% | +46.4% | +91.9% |
| All | +227.8% | +186.6% | +41.2% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling