-89.5%
JRVR vs VOO
+314.4%
-403.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.2% |
| 7D | -17.7% | -0.9% | -16.8% | -17.3% |
| 30D | -11.1% | -2.3% | -8.7% | -9.8% |
| 3M | -22.3% | -1.2% | -21.2% | -21.9% |
| 6M | -17.7% | +3.3% | -21.1% | -20.2% |
| YTD | -48.6% | +12.3% | -60.9% | -53.4% |
| 1Y | -41.4% | +12.5% | -53.9% | -47.0% |
| 3Y | -63.3% | +79.2% | -142.5% | -76.8% |
| 5Y | -87.6% | +75.7% | -163.3% | -92.1% |
| 10Y | -89.5% | +313.7% | -403.2% | -96.6% |
| All | -89.5% | +314.4% | -403.9% | -96.6% |
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