+39.4%
JHAI vs VT
+22.4%
+17.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | +0.4% |
| 7D | +3.7% | -0.1% | +3.8% | +3.9% |
| 30D | +1.2% | -0.7% | +1.9% | +2.5% |
| 3M | +2.5% | +4.0% | -1.5% | -3.6% |
| 6M | +27.3% | +12.3% | +15.0% | +6.6% |
| YTD | +26.8% | +14.0% | +12.7% | +3.6% |
| 1Y | +33.2% | +20.3% | +12.9% | +0.9% |
| All | +39.4% | +22.4% | +17.0% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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