+898.6%
JHX price history and return analytics
+368.9%
+529.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | 0.0% |
| 7D | -6.3% | -1.1% | -5.2% | -5.1% |
| 30D | -7.7% | -1.0% | -6.8% | -6.6% |
| 3M | +19.2% | +3.2% | +16.0% | +15.3% |
| 6M | +38.3% | +12.5% | +25.8% | +22.7% |
| YTD | +37.2% | +14.1% | +23.1% | +20.1% |
| 1Y | +42.3% | +18.9% | +23.4% | +18.8% |
| 3Y | -4.4% | +74.1% | -78.5% | -46.7% |
| 5Y | -26.4% | +66.9% | -93.2% | -56.4% |
| 10Y | +106.3% | +228.3% | -122.0% | -36.7% |
| All | +898.6% | +368.9% | +529.6% | +120.2% |
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