+23.3%
VTV vs JHX
+53.7%
-30.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.7% |
| 7D | -2.2% | +6.4% | -8.6% | -3.0% |
| 30D | +2.2% | +12.3% | -10.0% | +0.6% |
| 3M | +0.4% | +1.1% | -0.6% | +0.1% |
| 6M | +9.4% | +42.2% | -32.8% | +3.6% |
| YTD | +19.0% | +38.1% | -19.1% | +12.4% |
| 1Y | +23.3% | +54.9% | -31.6% | +14.7% |
| All | +23.3% | +53.7% | -30.3% | +14.7% |
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