+68.6%
VZ vs JBHT
+207.9%
-139.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.9% |
| 7D | +6.9% | +1.7% | +5.2% | +6.7% |
| 30D | +2.3% | -1.2% | +3.4% | +2.4% |
| 3M | 0.0% | -17.1% | +17.1% | +2.3% |
| 6M | +0.2% | -4.4% | +4.6% | +0.3% |
| YTD | +20.9% | +17.5% | +3.4% | +17.2% |
| 1Y | +25.2% | +32.6% | -7.4% | +19.2% |
| 3Y | +55.9% | +33.0% | +22.8% | +45.8% |
| 5Y | +22.6% | +20.3% | +2.2% | +15.0% |
| 10Y | +68.6% | +209.1% | -140.5% | +45.0% |
| All | +68.6% | +207.9% | -139.2% | +45.0% |
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