-85.6%
JRVR vs VOO
+315.3%
-400.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | -13.0% | -1.4% | -11.6% | -12.1% |
| 3M | -0.5% | +3.7% | -4.2% | -3.5% |
| 6M | -37.7% | +13.0% | -50.8% | -43.6% |
| YTD | -37.6% | +12.4% | -50.1% | -43.3% |
| 1Y | -24.6% | +18.6% | -43.2% | -34.4% |
| 3Y | -71.6% | +78.1% | -149.6% | -81.8% |
| 5Y | -87.8% | +82.3% | -170.1% | -92.4% |
| 10Y | -85.6% | +322.5% | -408.2% | -95.2% |
| All | -85.6% | +315.3% | -400.9% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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