+275.8%
VZ vs JHX
+2,357.9%
-2,082.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.7% |
| 7D | +0.2% | +4.5% | -4.3% | -0.3% |
| 30D | +7.1% | -1.2% | +8.3% | +7.2% |
| 3M | +12.8% | +32.8% | -19.9% | +8.8% |
| 6M | +1.8% | +41.2% | -39.4% | -3.0% |
| YTD | +30.0% | +43.9% | -13.9% | +23.3% |
| 1Y | +24.3% | +48.0% | -23.7% | +17.2% |
| 3Y | +84.3% | +1.2% | +83.1% | +75.9% |
| 5Y | +25.9% | -22.6% | +48.5% | +22.4% |
| 10Y | +61.1% | +111.5% | -50.4% | +30.6% |
| All | +275.8% | +2,357.9% | -2,082.1% | +123.7% |
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 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