-88.0%
JRVR vs VOO
+72.8%
-160.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -0.3% | -14.4% | -14.5% |
| 7D | -16.7% | -0.6% | -16.1% | -16.5% |
| 30D | -11.4% | -3.6% | -7.8% | -9.5% |
| 3M | -29.0% | -2.7% | -26.3% | -27.9% |
| 6M | -22.1% | +2.2% | -24.4% | -23.8% |
| YTD | -49.1% | +10.9% | -60.0% | -53.3% |
| 1Y | -39.6% | +11.3% | -51.0% | -44.8% |
| 3Y | -63.7% | +76.9% | -140.6% | -76.6% |
| 5Y | -88.0% | +73.5% | -161.5% | -92.4% |
| All | -88.0% | +72.8% | -160.8% | -92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling