+7.3%
RIVN vs VG
-49.4%
+56.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.2% |
| 7D | +3.1% | -7.7% | +10.8% | +3.1% |
| 30D | -1.9% | -8.8% | +7.0% | -1.9% |
| 3M | -16.4% | -15.6% | -0.8% | -16.4% |
| 6M | -3.7% | +5.2% | -8.9% | -4.8% |
| YTD | -30.5% | +76.9% | -107.4% | -35.7% |
| 1Y | -16.5% | +42.5% | -59.0% | -21.5% |
| All | +7.3% | -49.4% | +56.7% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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