+66.5%
JHI price history and return analytics
+228.2%
-161.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | -2.9% | -1.9% | -1.0% | -2.0% |
| 30D | -5.0% | -2.2% | -2.8% | -4.0% |
| 3M | -3.0% | +1.9% | -4.9% | -3.9% |
| 6M | -0.7% | +14.4% | -15.1% | -7.1% |
| YTD | -2.4% | +13.2% | -15.6% | -8.3% |
| 1Y | -3.4% | +18.2% | -21.6% | -11.1% |
| 3Y | +27.8% | +72.0% | -44.1% | -3.3% |
| 5Y | -0.2% | +66.0% | -66.2% | -23.9% |
| 10Y | +66.5% | +228.3% | -161.8% | -10.8% |
| All | +66.5% | +228.2% | -161.6% | -10.8% |
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