+109.1%
JHSC price history and return analytics
+165.8%
-56.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | -1.0% | -0.1% | -0.8% | -0.8% |
| 30D | -3.1% | -0.7% | -2.4% | -2.3% |
| 3M | +1.5% | +4.0% | -2.5% | -2.8% |
| 6M | +9.7% | +12.3% | -2.6% | -3.6% |
| YTD | +14.0% | +14.0% | -0.1% | -1.5% |
| 1Y | +16.0% | +20.3% | -4.3% | -5.4% |
| 3Y | +48.3% | +75.4% | -27.1% | -19.2% |
| 5Y | +42.8% | +66.0% | -23.2% | -17.2% |
| All | +109.1% | +165.8% | -56.6% | -26.1% |
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