-8.8%
JRSH price history and return analytics
+65.7%
-74.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.1% |
| 7D | -4.2% | -1.1% | -3.1% | -3.6% |
| 30D | -1.5% | -1.0% | -0.5% | -1.0% |
| 3M | +49.5% | +3.2% | +46.3% | +47.0% |
| 6M | +78.1% | +12.5% | +65.6% | +67.6% |
| YTD | +80.9% | +14.1% | +66.9% | +69.2% |
| 1Y | +63.5% | +18.9% | +44.6% | +49.8% |
| 3Y | +91.8% | +74.1% | +17.8% | +47.2% |
| All | -8.8% | +65.7% | -74.4% | -29.4% |
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 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