+15.2%
JHPI price history and return analytics
+64.2%
-49.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +0.6% | -1.7% | +2.3% | +0.9% |
| 3M | -2.3% | -2.3% | +0.1% | -1.8% |
| 6M | -2.8% | +1.5% | -4.3% | -3.2% |
| YTD | -0.6% | +12.0% | -12.7% | -3.4% |
| 1Y | -0.2% | +12.9% | -13.1% | -3.2% |
| 3Y | +26.4% | +74.9% | -48.6% | +8.8% |
| All | +15.2% | +64.2% | -49.0% | -0.3% |
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