+20.3%
VT vs JHX
+43.9%
-23.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.5% | -0.1% |
| 7D | -0.1% | +1.6% | -1.7% | -0.4% |
| 30D | -0.7% | -5.0% | +4.3% | +0.1% |
| 3M | +4.0% | +24.5% | -20.5% | 0.0% |
| 6M | +12.3% | +34.9% | -22.6% | +5.3% |
| YTD | +14.0% | +39.3% | -25.3% | +6.9% |
| 1Y | +20.3% | +48.6% | -28.3% | +13.0% |
| All | +20.3% | +43.9% | -23.6% | +13.0% |
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