-88.5%
JRVR price history and return analytics
+57.0%
-145.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -19.8% | +2.4% | -22.1% | -21.1% |
| 30D | -15.0% | -1.5% | -13.5% | -14.3% |
| 3M | -27.8% | -4.1% | -23.6% | -25.7% |
| 6M | -23.5% | +0.6% | -24.1% | -24.4% |
| YTD | -50.6% | +11.0% | -61.7% | -55.2% |
| 1Y | -43.7% | +13.3% | -57.1% | -49.9% |
| 3Y | -63.9% | +73.4% | -137.3% | -77.4% |
| All | -88.5% | +57.0% | -145.5% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling