+17.5%
JHMU price history and return analytics
+83.5%
-66.0%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.3% |
| 30D | -1.2% | -0.2% | -1.0% | -1.2% |
| 3M | -1.6% | +4.5% | -6.1% | -1.7% |
| 6M | -1.3% | +14.1% | -15.4% | -1.7% |
| YTD | +0.1% | +14.8% | -14.7% | -0.4% |
| 1Y | +2.6% | +21.2% | -18.6% | +2.1% |
| All | +17.5% | +83.5% | -66.0% | +11.4% |
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 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