-8.9%
JRSH vs VT
+66.2%
-75.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -2.9% | +1.0% | -3.9% | -3.4% |
| 30D | +8.2% | -0.2% | +8.5% | +8.3% |
| 3M | +55.0% | +4.5% | +50.5% | +51.4% |
| 6M | +80.1% | +14.1% | +66.1% | +68.3% |
| YTD | +83.0% | +14.8% | +68.2% | +70.6% |
| 1Y | +64.8% | +21.2% | +43.7% | +49.7% |
| 3Y | +94.6% | +76.6% | +18.0% | +48.4% |
| 5Y | -8.9% | +66.6% | -75.5% | -28.8% |
| All | -8.9% | +66.2% | -75.1% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling