+12.4%
JMHI vs VT
+66.7%
-54.3%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.2% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +3.8% | -3.1% | +6.8% | +4.0% |
| 3M | -1.2% | -3.5% | +2.3% | -1.0% |
| 6M | -1.1% | +0.5% | -1.6% | -1.1% |
| YTD | 0.0% | +10.8% | -10.7% | -0.6% |
| 1Y | +0.3% | +11.9% | -11.6% | -0.4% |
| 3Y | +17.4% | +73.0% | -55.6% | +10.0% |
| All | +12.4% | +66.7% | -54.3% | +5.3% |
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