-87.9%
JRVR vs VOO
+82.3%
-170.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.8% |
| 7D | +0.2% | +0.5% | -0.3% | -0.1% |
| 30D | -14.3% | -0.9% | -13.3% | -13.7% |
| 3M | +1.5% | +3.9% | -2.4% | -1.3% |
| 6M | -37.5% | +14.5% | -52.0% | -43.5% |
| YTD | -36.4% | +13.0% | -49.3% | -42.0% |
| 1Y | -24.7% | +19.4% | -44.1% | -34.3% |
| 3Y | -71.0% | +78.9% | -149.9% | -81.1% |
| 5Y | -87.9% | +82.3% | -170.2% | -92.4% |
| All | -87.9% | +82.3% | -170.3% | -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