+3.1%
VCIT vs JHX
-24.7%
+27.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | -0.1% |
| 7D | -0.2% | +1.6% | -1.8% | -0.3% |
| 30D | -0.5% | -5.0% | +4.5% | -0.3% |
| 3M | -0.9% | +24.5% | -25.4% | -1.9% |
| 6M | -1.9% | +34.9% | -36.8% | -3.4% |
| YTD | -1.0% | +39.3% | -40.3% | -2.6% |
| 1Y | +0.2% | +48.6% | -48.3% | -1.8% |
| 3Y | +19.0% | -2.0% | +21.0% | +17.0% |
| 5Y | +3.1% | -24.4% | +27.5% | -0.6% |
| All | +3.1% | -24.7% | +27.7% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling