+29.3%
VEA vs JHX
+56.2%
-26.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.1% | -0.1% |
| 7D | +1.0% | +1.5% | -0.6% | +0.6% |
| 30D | +1.9% | +7.2% | -5.2% | +0.4% |
| 3M | +3.2% | +29.9% | -26.7% | -2.6% |
| 6M | +10.2% | +35.4% | -25.1% | +1.4% |
| YTD | +18.9% | +46.5% | -27.6% | +9.0% |
| 1Y | +29.3% | +55.5% | -26.2% | +18.0% |
| All | +29.3% | +56.2% | -26.9% | +18.0% |
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