-46.0%
RIVN vs VLTO
+55.4%
-101.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.4% | -4.8% |
| 7D | -3.7% | +0.8% | -4.5% | -4.1% |
| 30D | -4.3% | +18.7% | -23.0% | -13.6% |
| 3M | -19.6% | +21.7% | -41.3% | -28.6% |
| 6M | -8.2% | +35.8% | -44.1% | -24.9% |
| YTD | -35.1% | +18.3% | -53.3% | -41.7% |
| 1Y | -26.9% | +20.9% | -47.8% | -35.9% |
| 3Y | -16.9% | +68.8% | -85.7% | -51.4% |
| All | -46.0% | +55.4% | -101.3% | -63.3% |
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