+11.9%
JMHI vs VT
+71.6%
-59.7%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -1.6% | -0.7% | -1.0% | -1.6% |
| 3M | -2.0% | +4.0% | -6.0% | -2.3% |
| 6M | -1.5% | +12.3% | -13.8% | -2.3% |
| YTD | -0.4% | +14.0% | -14.4% | -1.2% |
| 1Y | +1.7% | +20.3% | -18.6% | +0.5% |
| 3Y | +15.0% | +75.4% | -60.4% | +7.5% |
| All | +11.9% | +71.6% | -59.7% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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