-75.3%
JRVR price history and return analytics
+235.6%
-310.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -5.0% |
| 7D | -5.0% | +0.4% | -5.4% | -5.5% |
| 30D | +3.9% | -2.6% | +6.5% | +5.5% |
| 3M | -19.6% | -3.2% | -16.3% | -17.9% |
| 6M | -8.7% | +0.9% | -9.6% | -10.1% |
| YTD | -40.3% | +11.3% | -51.6% | -45.8% |
| 1Y | -31.0% | +14.0% | -45.0% | -38.6% |
| 3Y | -55.6% | +75.8% | -131.4% | -71.6% |
| 5Y | -86.2% | +57.8% | -144.1% | -90.5% |
| 10Y | -87.0% | +219.8% | -306.8% | -94.4% |
| All | -75.3% | +235.6% | -310.9% | -89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling