-5.2%
JRI vs VOO
+12.1%
-17.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -1.8% | +2.6% | -4.4% | -3.0% |
| 30D | +11.3% | -2.0% | +13.3% | +12.1% |
| 3M | -6.7% | -2.8% | -4.0% | -5.6% |
| 6M | -7.1% | +2.2% | -9.2% | -8.3% |
| YTD | -6.0% | +11.5% | -17.5% | -12.8% |
| 1Y | -5.2% | +13.5% | -18.7% | -13.2% |
| All | -5.2% | +12.1% | -17.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling