+243.3%
JHI price history and return analytics
+368.9%
-125.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -2.0% | -1.1% | -0.9% | -1.7% |
| 30D | -4.0% | -1.0% | -3.0% | -3.7% |
| 3M | -1.4% | +3.2% | -4.5% | -2.4% |
| 6M | -0.6% | +12.5% | -13.1% | -4.3% |
| YTD | -1.5% | +14.1% | -15.6% | -5.7% |
| 1Y | -2.5% | +18.9% | -21.4% | -7.8% |
| 3Y | +28.7% | +74.1% | -45.4% | +7.5% |
| 5Y | -0.2% | +66.9% | -67.0% | -16.0% |
| 10Y | +65.0% | +228.3% | -163.3% | +15.1% |
| All | +243.3% | +368.9% | -125.6% | +111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling