-11.6%
JRSH vs VOO
+233.3%
-244.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.2% |
| 7D | -4.2% | -0.8% | -3.4% | -3.8% |
| 30D | -1.5% | -1.1% | -0.4% | -1.0% |
| 3M | +49.5% | +3.9% | +45.6% | +46.9% |
| 6M | +78.1% | +13.6% | +64.5% | +68.4% |
| YTD | +80.9% | +12.7% | +68.2% | +71.7% |
| 1Y | +63.5% | +17.6% | +45.9% | +52.3% |
| 3Y | +91.8% | +77.3% | +14.5% | +50.4% |
| 5Y | -8.8% | +84.1% | -92.9% | -30.4% |
| All | -11.6% | +233.3% | -244.9% | -49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling