+42.3%
JHX vs VTEB
+0.4%
+41.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | -1.2% |
| 7D | -6.3% | -0.9% | -5.4% | -0.5% |
| 30D | -7.7% | -2.5% | -5.2% | +9.1% |
| 3M | +19.2% | -3.0% | +22.1% | +46.2% |
| 6M | +38.3% | -2.1% | +40.4% | +61.4% |
| YTD | +37.2% | -1.5% | +38.7% | +60.4% |
| 1Y | +42.3% | +0.2% | +42.1% | +58.0% |
| All | +42.3% | +0.4% | +41.9% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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