+38.9%
JHAI vs VT
+23.8%
+15.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +2.3% | +0.4% | +1.9% | +1.5% |
| 30D | +0.6% | +1.0% | -0.3% | -1.0% |
| 3M | -3.1% | +2.4% | -5.5% | -6.6% |
| 6M | +26.7% | +12.0% | +14.7% | +6.4% |
| YTD | +26.2% | +15.3% | +10.9% | +1.1% |
| 1Y | +35.9% | +22.6% | +13.3% | -0.1% |
| All | +38.9% | +23.8% | +15.1% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling