-84.1%
RIVN vs VIG
+56.3%
-140.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | +0.1% |
| 7D | +2.5% | -1.2% | +3.7% | +5.0% |
| 30D | -2.3% | -2.8% | +0.5% | +3.5% |
| 3M | +1.7% | +2.5% | -0.7% | -2.7% |
| 6M | +0.9% | +8.1% | -7.2% | -12.8% |
| YTD | -18.8% | +9.6% | -28.4% | -31.6% |
| 1Y | +14.8% | +14.2% | +0.7% | -10.9% |
| 3Y | -30.7% | +56.1% | -86.8% | -73.1% |
| All | -84.1% | +56.3% | -140.4% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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