+42.3%
JHX vs VSH
+119.5%
-77.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.1% | -5.1% | -0.2% |
| 7D | -6.3% | +4.8% | -11.1% | -7.2% |
| 30D | -7.7% | -0.7% | -7.0% | -7.8% |
| 3M | +19.2% | -43.1% | +62.2% | +32.5% |
| 6M | +38.3% | +91.8% | -53.5% | +3.3% |
| YTD | +37.2% | +131.6% | -94.4% | -2.2% |
| 1Y | +42.3% | +118.1% | -75.8% | +3.9% |
| All | +42.3% | +119.5% | -77.2% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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