+55.5%
JHX vs VNQ
+9.6%
+46.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +3.4% |
| 7D | +1.5% | -1.3% | +2.8% | +3.1% |
| 30D | +7.2% | -2.9% | +10.1% | +11.1% |
| 3M | +29.9% | +0.8% | +29.1% | +27.9% |
| 6M | +35.4% | +2.5% | +32.9% | +29.4% |
| YTD | +46.5% | +10.6% | +35.8% | +28.2% |
| 1Y | +55.5% | +9.1% | +46.5% | +36.5% |
| All | +55.5% | +9.6% | +46.0% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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