+27.3%
JRI price history and return analytics
+66.2%
-38.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +0.2% | +1.0% | -0.8% | -0.5% |
| 30D | -3.7% | -0.2% | -3.5% | -3.6% |
| 3M | +1.0% | +4.5% | -3.5% | -2.4% |
| 6M | +2.2% | +14.1% | -11.8% | -7.4% |
| YTD | -2.0% | +14.8% | -16.8% | -11.8% |
| 1Y | +1.0% | +21.2% | -20.2% | -12.8% |
| 3Y | +59.2% | +76.6% | -17.3% | +1.3% |
| 5Y | +27.3% | +66.6% | -39.3% | -16.9% |
| All | +27.3% | +66.2% | -38.9% | -16.9% |
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