-85.9%
JRVR price history and return analytics
+221.4%
-307.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.7% |
| 7D | +0.2% | +1.0% | -0.8% | -0.5% |
| 30D | -14.3% | -0.2% | -14.0% | -14.1% |
| 3M | +1.5% | +4.5% | -3.0% | -2.5% |
| 6M | -37.5% | +14.1% | -51.5% | -44.5% |
| YTD | -36.4% | +14.8% | -51.1% | -43.8% |
| 1Y | -24.7% | +21.2% | -45.9% | -36.6% |
| 3Y | -71.0% | +76.6% | -147.6% | -82.1% |
| 5Y | -87.9% | +66.6% | -154.5% | -92.2% |
| 10Y | -85.9% | +222.3% | -308.1% | -94.7% |
| All | -85.9% | +221.4% | -307.3% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling