+72.0%
VXUS vs JHX
-4.5%
+76.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | -1.4% | -6.3% | +4.9% | -0.5% |
| 30D | -0.5% | -7.7% | +7.3% | +0.7% |
| 3M | +2.6% | +19.2% | -16.6% | -0.3% |
| 6M | +10.9% | +38.3% | -27.4% | +5.0% |
| YTD | +16.1% | +37.2% | -21.1% | +10.0% |
| 1Y | +22.3% | +42.3% | -20.0% | +15.0% |
| 3Y | +72.0% | -4.4% | +76.4% | +65.8% |
| All | +72.0% | -4.5% | +76.5% | +65.8% |
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