-1.2%
VCIT vs JHX
+43.8%
-45.0%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | -1.2% | -6.3% | +5.2% | -0.9% |
| 30D | -1.6% | -7.7% | +6.2% | -1.2% |
| 3M | -2.3% | +19.2% | -21.5% | -3.1% |
| 6M | -1.9% | +38.3% | -40.2% | -3.5% |
| YTD | -1.8% | +37.2% | -39.0% | -3.5% |
| 1Y | -1.2% | +42.3% | -43.4% | -3.0% |
| All | -1.2% | +43.8% | -45.0% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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