+52.5%
JRS price history and return analytics
+229.8%
-177.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | -4.2% | -1.0% | -3.2% | -3.3% |
| 3M | -3.0% | +3.2% | -6.2% | -6.1% |
| 6M | +7.9% | +12.5% | -4.6% | -3.9% |
| YTD | +10.0% | +14.1% | -4.0% | -3.6% |
| 1Y | +5.7% | +18.9% | -13.2% | -11.1% |
| 3Y | +46.9% | +74.1% | -27.2% | -14.7% |
| 5Y | +7.0% | +66.9% | -59.9% | -35.5% |
| All | +52.5% | +229.8% | -177.3% | -48.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling