+223.2%
JRS vs VOO
+807.8%
-584.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -1.2% | -0.4% | -0.9% | -0.9% |
| 30D | -4.5% | -1.4% | -3.1% | -3.4% |
| 3M | -2.0% | +3.7% | -5.7% | -5.2% |
| 6M | +7.0% | +13.0% | -6.1% | -3.8% |
| YTD | +10.0% | +12.4% | -2.4% | -0.8% |
| 1Y | +7.7% | +18.6% | -10.9% | -7.3% |
| 3Y | +45.9% | +78.1% | -32.1% | -11.7% |
| 5Y | +6.1% | +82.3% | -76.1% | -37.3% |
| 10Y | +54.3% | +322.5% | -268.3% | -53.7% |
| All | +223.2% | +807.8% | -584.6% | -45.5% |
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