+16.7%
VEEV vs JHX
-4.5%
+21.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.4% |
| 7D | -4.6% | -6.3% | +1.7% | -3.9% |
| 30D | +8.6% | -7.7% | +16.4% | +9.6% |
| 3M | +62.4% | +19.2% | +43.3% | +59.1% |
| 6M | +40.3% | +38.3% | +2.0% | +34.5% |
| YTD | +17.5% | +37.2% | -19.7% | +12.5% |
| 1Y | -6.1% | +42.3% | -48.4% | -10.8% |
| 3Y | +16.7% | -4.4% | +21.1% | +16.2% |
| All | +16.7% | -4.5% | +21.1% | +16.2% |
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