-5.3%
JHX vs VO
+54.6%
-60.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.1% |
| 7D | -4.9% | -2.5% | -2.4% | -1.1% |
| 30D | -9.3% | -3.2% | -6.1% | -4.6% |
| 3M | +28.1% | +3.9% | +24.2% | +21.8% |
| 6M | +35.2% | +9.6% | +25.6% | +20.2% |
| YTD | +35.9% | +11.6% | +24.3% | +18.4% |
| 1Y | +42.5% | +12.6% | +29.9% | +22.7% |
| All | -5.3% | +54.6% | -60.0% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling