+13.3%
JHX vs VLTO
+23.4%
-10.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -1.8% |
| 7D | -4.9% | -4.5% | -0.3% | -2.6% |
| 30D | -9.3% | -4.6% | -4.7% | -7.0% |
| 3M | +28.1% | +13.3% | +14.8% | +19.8% |
| 6M | +35.2% | +2.1% | +33.1% | +33.2% |
| YTD | +35.9% | -6.1% | +41.9% | +39.8% |
| 1Y | +42.5% | -11.4% | +53.9% | +51.3% |
| All | +13.3% | +23.4% | -10.2% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling