+715.9%
VTV vs JHX
+797.1%
-81.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -1.1% | -6.3% | +5.2% | +0.3% |
| 30D | -1.0% | -7.7% | +6.7% | +0.6% |
| 3M | +4.6% | +19.2% | -14.5% | +0.3% |
| 6M | +13.5% | +38.3% | -24.8% | +4.5% |
| YTD | +18.5% | +37.2% | -18.7% | +9.0% |
| 1Y | +22.9% | +42.3% | -19.4% | +11.5% |
| 3Y | +67.8% | -4.4% | +72.2% | +56.3% |
| 5Y | +81.8% | -26.4% | +108.2% | +75.4% |
| 10Y | +233.0% | +106.3% | +126.7% | +139.2% |
| All | +715.9% | +797.1% | -81.2% | +269.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling