+59.6%
JHX vs VICR
+79.1%
-19.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -11.1% | +19.4% | +9.5% |
| 7D | +13.3% | -26.6% | +39.9% | +17.0% |
| 30D | +17.1% | -47.9% | +65.1% | +26.1% |
| 3M | +4.1% | -29.8% | +33.9% | +6.1% |
| 6M | +48.5% | -36.6% | +85.1% | +47.1% |
| YTD | +42.3% | +45.1% | -2.9% | +19.9% |
| All | +59.6% | +79.1% | -19.5% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling