+558.1%
VRT vs JHX
-4.5%
+562.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.3% |
| 7D | -8.4% | -6.3% | -2.0% | -6.6% |
| 30D | -10.9% | -7.7% | -3.1% | -8.8% |
| 3M | -13.7% | +19.2% | -32.9% | -17.9% |
| 6M | -4.1% | +38.3% | -42.4% | -13.1% |
| YTD | +58.7% | +37.2% | +21.5% | +45.1% |
| 1Y | +89.6% | +42.3% | +47.3% | +70.9% |
| 3Y | +558.1% | -4.4% | +562.5% | +528.6% |
| All | +558.1% | -4.5% | +562.6% | +528.6% |
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