-84.1%
RIVN vs VGT
+123.7%
-207.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -1.7% |
| 7D | +1.8% | -0.2% | +2.0% | +2.0% |
| 30D | +0.6% | -0.4% | +1.1% | +1.0% |
| 3M | +3.2% | +4.4% | -1.3% | -2.8% |
| 6M | -3.7% | +32.1% | -35.8% | -32.6% |
| YTD | -18.7% | +28.8% | -47.5% | -41.4% |
| 1Y | +14.7% | +35.3% | -20.6% | -23.1% |
| 3Y | -31.5% | +124.8% | -156.3% | -80.0% |
| All | -84.1% | +123.7% | -207.8% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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