+3.3%
JHCB price history and return analytics
+81.6%
-78.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | -0.9% | -2.0% | +1.1% | -0.6% |
| 30D | -0.9% | -1.4% | +0.5% | -0.7% |
| 3M | -1.7% | +4.7% | -6.4% | -2.4% |
| 6M | -2.1% | +11.4% | -13.5% | -3.8% |
| YTD | -1.7% | +13.1% | -14.7% | -3.6% |
| 1Y | -1.2% | +19.0% | -20.2% | -4.0% |
| 3Y | +16.3% | +73.9% | -57.6% | +6.1% |
| 5Y | -1.2% | +65.4% | -66.5% | -11.0% |
| All | +3.3% | +81.6% | -78.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling