+68.5%
VG vs JHX
+64.1%
+4.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.4% |
| 7D | +14.0% | -0.2% | +14.1% | +14.0% |
| 30D | -1.0% | +13.1% | -14.1% | +7.5% |
| 3M | -2.7% | -10.0% | +7.3% | -7.0% |
| 6M | +1.5% | +38.9% | -37.4% | +26.8% |
| YTD | +93.7% | +34.0% | +59.7% | +142.5% |
| 1Y | +68.5% | +66.0% | +2.6% | +106.3% |
| All | +68.5% | +64.1% | +4.4% | +106.3% |
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