-4.4%
JHX price history and return analytics
+74.2%
-78.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.4% |
| 7D | -6.3% | -1.1% | -5.2% | -4.6% |
| 30D | -7.7% | -1.0% | -6.8% | -6.2% |
| 3M | +19.2% | +3.2% | +16.0% | +13.9% |
| 6M | +38.3% | +12.5% | +25.8% | +17.2% |
| YTD | +37.2% | +14.1% | +23.1% | +14.3% |
| 1Y | +42.3% | +18.9% | +23.4% | +11.4% |
| 3Y | -4.4% | +74.1% | -78.5% | -60.3% |
| All | -4.4% | +74.2% | -78.6% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling