-83.9%
RIVN vs VCIT
+4.4%
-88.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +3.0% |
| 7D | +4.1% | +0.1% | +4.0% | +3.8% |
| 30D | +1.1% | -0.8% | +1.8% | +3.2% |
| 3M | -4.0% | -0.5% | -3.5% | -2.0% |
| 6M | +5.2% | -1.4% | +6.6% | +10.5% |
| YTD | -18.0% | -0.8% | -17.2% | -15.1% |
| 1Y | +15.6% | +0.3% | +15.3% | +16.3% |
| 3Y | -30.0% | +19.2% | -49.2% | -53.7% |
| All | -83.9% | +4.4% | -88.3% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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