+153.0%
VLO vs JHX
+43.8%
+109.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.5% |
| 7D | +5.3% | -6.3% | +11.6% | +4.0% |
| 30D | +18.2% | -7.7% | +26.0% | +16.4% |
| 3M | +53.3% | +19.2% | +34.2% | +59.8% |
| 6M | +70.4% | +38.3% | +32.2% | +86.2% |
| YTD | +143.4% | +37.2% | +106.2% | +168.1% |
| 1Y | +153.0% | +42.3% | +110.7% | +180.3% |
| All | +153.0% | +43.8% | +109.2% | +180.3% |
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