+16.7%
JHPI price history and return analytics
+65.7%
-48.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -0.9% | -2.0% | +1.1% | -0.5% |
| 30D | -0.9% | -1.4% | +0.5% | -0.6% |
| 3M | -0.7% | +4.7% | -5.4% | -1.8% |
| 6M | -0.5% | +11.4% | -11.8% | -3.0% |
| YTD | +0.7% | +13.1% | -12.3% | -2.3% |
| 1Y | +1.5% | +19.0% | -17.5% | -2.8% |
| 3Y | +26.8% | +73.9% | -47.2% | +9.4% |
| All | +16.7% | +65.7% | -48.9% | +0.9% |
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 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