-0.2%
JHCB price history and return analytics
+59.8%
-59.9%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +1.1% | -1.7% | +2.9% | +1.4% |
| 3M | -1.0% | -2.3% | +1.3% | -0.6% |
| 6M | -1.9% | +1.5% | -3.4% | -2.2% |
| YTD | -1.7% | +12.0% | -13.7% | -3.6% |
| 1Y | -1.8% | +12.9% | -14.7% | -3.9% |
| 3Y | +17.8% | +74.9% | -57.1% | +6.9% |
| 5Y | -0.2% | +59.9% | -60.1% | -11.2% |
| All | -0.2% | +59.8% | -59.9% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling