+79.2%
JHEM price history and return analytics
+74.2%
+5.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.5% |
| 7D | -1.3% | -1.1% | -0.2% | -0.1% |
| 30D | +2.7% | -1.0% | +3.7% | +3.7% |
| 3M | +1.4% | +3.2% | -1.8% | -1.5% |
| 6M | +15.5% | +12.5% | +3.0% | +3.9% |
| YTD | +24.2% | +14.1% | +10.2% | +10.7% |
| 1Y | +32.9% | +18.9% | +14.0% | +14.3% |
| 3Y | +79.2% | +74.1% | +5.1% | +8.4% |
| All | +79.2% | +74.2% | +5.0% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling