+166.9%
JRI vs VOO
+605.3%
-438.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -3.2% | +0.1% | -3.2% | -3.2% |
| 3M | -2.2% | +2.0% | -4.2% | -3.7% |
| 6M | -0.9% | +13.0% | -14.0% | -9.0% |
| YTD | -2.5% | +13.6% | -16.1% | -10.8% |
| 1Y | +1.7% | +20.1% | -18.4% | -10.5% |
| 3Y | +55.8% | +77.6% | -21.8% | +3.4% |
| 5Y | +26.7% | +82.4% | -55.8% | -18.2% |
| 10Y | +75.4% | +316.8% | -241.4% | -31.5% |
| All | +166.9% | +605.3% | -438.4% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling