-35.7%
VG vs JHX
-14.7%
-21.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.2% | +7.0% | +3.5% |
| 7D | +3.8% | +1.6% | +2.2% | +4.0% |
| 30D | +7.2% | -5.0% | +12.2% | +6.8% |
| 3M | +22.8% | +24.5% | -1.7% | +24.7% |
| 6M | +33.2% | +34.9% | -1.7% | +36.2% |
| YTD | +124.8% | +39.3% | +85.5% | +127.9% |
| 1Y | +15.8% | +48.6% | -32.7% | +16.5% |
| All | -35.7% | -14.7% | -21.0% | -47.1% |
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