-42.2%
RIVN vs VLTO
+56.3%
-98.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | +3.1% | +1.6% | +1.5% | +2.1% |
| 30D | -1.9% | +22.0% | -23.8% | -13.0% |
| 3M | -16.4% | +21.9% | -38.3% | -25.9% |
| 6M | -3.7% | +36.5% | -40.2% | -21.4% |
| YTD | -30.5% | +19.0% | -49.5% | -37.9% |
| 1Y | -16.5% | +21.0% | -37.5% | -26.7% |
| 3Y | -11.0% | +69.9% | -80.9% | -48.2% |
| All | -42.2% | +56.3% | -98.5% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling