-20.9%
VST vs JHX
+56.2%
-77.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +1.0% | +2.8% |
| 7D | +8.9% | +1.5% | +7.4% | +8.4% |
| 30D | +6.2% | +7.2% | -1.0% | +3.9% |
| 3M | -2.7% | +29.9% | -32.7% | -11.2% |
| 6M | -8.4% | +35.4% | -43.7% | -18.0% |
| YTD | -7.2% | +46.5% | -53.7% | -17.9% |
| 1Y | -20.9% | +55.5% | -76.4% | -31.2% |
| All | -20.9% | +56.2% | -77.1% | -31.2% |
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 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