-31.5%
RIVN vs ITOT
+75.8%
-107.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -1.5% |
| 7D | +1.8% | -0.9% | +2.7% | +3.3% |
| 30D | +0.6% | -1.5% | +2.1% | +3.1% |
| 3M | +3.2% | +3.6% | -0.4% | -2.1% |
| 6M | -3.7% | +13.7% | -17.4% | -20.1% |
| YTD | -18.7% | +12.9% | -31.6% | -31.8% |
| 1Y | +14.7% | +17.2% | -2.4% | -8.6% |
| 3Y | -31.5% | +75.6% | -107.2% | -75.1% |
| All | -31.5% | +75.8% | -107.3% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling