+19.1%
VCIT vs JHX
-3.0%
+22.1%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | -0.1% |
| 7D | -0.2% | +1.6% | -1.8% | -0.2% |
| 30D | -0.5% | -5.0% | +4.5% | -0.4% |
| 3M | -0.9% | +24.5% | -25.4% | -1.8% |
| 6M | -1.9% | +34.9% | -36.8% | -3.2% |
| YTD | -1.0% | +39.3% | -40.3% | -2.4% |
| 1Y | +0.2% | +48.6% | -48.3% | -1.4% |
| All | +19.1% | -3.0% | +22.1% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling