+183.5%
JRS price history and return analytics
+371.8%
-188.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -0.5% | +1.0% | -1.5% | -1.5% |
| 30D | -4.1% | -0.2% | -3.9% | -3.9% |
| 3M | +2.2% | +4.5% | -2.4% | -2.9% |
| 6M | +6.9% | +14.1% | -7.1% | -7.4% |
| YTD | +11.3% | +14.8% | -3.5% | -4.5% |
| 1Y | +8.7% | +21.2% | -12.5% | -12.0% |
| 3Y | +47.5% | +76.6% | -29.0% | -19.9% |
| 5Y | +5.9% | +66.6% | -60.7% | -39.2% |
| 10Y | +52.8% | +222.3% | -169.4% | -57.4% |
| All | +183.5% | +371.8% | -188.3% | -51.4% |
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