-7.8%
JRSH vs VT
+162.6%
-170.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.0% | +0.4% | +1.6% | +1.8% |
| 30D | +16.3% | +1.0% | +15.3% | +15.7% |
| 3M | +60.9% | +2.4% | +58.5% | +58.9% |
| 6M | +78.8% | +12.0% | +66.8% | +69.2% |
| YTD | +88.8% | +15.3% | +73.5% | +76.3% |
| 1Y | +70.6% | +22.6% | +48.0% | +54.8% |
| 3Y | +97.8% | +74.7% | +23.1% | +52.3% |
| 5Y | -8.1% | +66.1% | -74.2% | -28.4% |
| All | -7.8% | +162.6% | -170.4% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling