+57.5%
VZ vs JBHT
+33.0%
+24.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.0% |
| 7D | +6.9% | +1.7% | +5.2% | +6.8% |
| 30D | +2.3% | -1.2% | +3.4% | +2.3% |
| 3M | 0.0% | -17.1% | +17.1% | +0.9% |
| 6M | +0.2% | -4.4% | +4.6% | +0.3% |
| YTD | +20.9% | +17.5% | +3.4% | +19.8% |
| 1Y | +25.2% | +32.6% | -7.4% | +23.3% |
| All | +57.5% | +33.0% | +24.6% | +53.1% |
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