+76.6%
VT vs JHX
+1.3%
+75.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.3% |
| 7D | +1.0% | +4.5% | -3.5% | +0.4% |
| 30D | -0.2% | -1.2% | +1.0% | -0.1% |
| 3M | +4.5% | +32.8% | -28.2% | +0.2% |
| 6M | +14.1% | +41.2% | -27.1% | +7.9% |
| YTD | +14.8% | +43.9% | -29.1% | +8.2% |
| 1Y | +21.2% | +48.0% | -26.8% | +13.5% |
| 3Y | +76.6% | +1.2% | +75.4% | +68.0% |
| All | +76.6% | +1.3% | +75.3% | +68.0% |
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 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