+57.3%
VZ vs JBHT
+28.2%
+29.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.4% | +0.1% |
| 7D | +5.6% | -1.4% | +7.0% | +5.7% |
| 30D | +1.9% | -3.1% | +4.9% | +2.0% |
| 3M | +0.8% | -19.5% | +20.3% | +1.9% |
| 6M | +0.6% | -9.6% | +10.2% | +1.0% |
| YTD | +20.8% | +13.3% | +7.5% | +19.9% |
| 1Y | +23.9% | +29.7% | -5.7% | +22.2% |
| All | +57.3% | +28.2% | +29.1% | +53.2% |
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