+78.9%
VTV vs JBHT
+35.7%
+43.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | +3.9% | -0.1% | +4.0% | +3.9% |
| 3M | +2.6% | -14.0% | +16.6% | +4.8% |
| 6M | +11.5% | -5.1% | +16.6% | +11.6% |
| YTD | +22.3% | +18.0% | +4.2% | +17.1% |
| 1Y | +24.5% | +36.5% | -12.0% | +16.1% |
| All | +78.9% | +35.7% | +43.2% | +60.7% |
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 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