+101.6%
JHX vs VRSN
+299.1%
-197.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.4% |
| 7D | -6.3% | +0.2% | -6.5% | -6.5% |
| 30D | -7.7% | +3.8% | -11.5% | -9.4% |
| 3M | +19.2% | +5.0% | +14.2% | +15.9% |
| 6M | +38.3% | +24.9% | +13.4% | +22.2% |
| YTD | +37.2% | +21.6% | +15.6% | +21.9% |
| 1Y | +42.3% | +2.4% | +39.9% | +37.3% |
| 3Y | -4.4% | +47.3% | -51.7% | -25.8% |
| 5Y | -26.4% | +34.7% | -61.1% | -41.5% |
| All | +101.6% | +299.1% | -197.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling