-40.9%
RIVN vs VLTO
+56.1%
-97.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.4% |
| 7D | +6.2% | +2.0% | +4.2% | +5.0% |
| 30D | +0.4% | +21.8% | -21.4% | -10.9% |
| 3M | -12.4% | +20.2% | -32.7% | -21.7% |
| 6M | -1.5% | +36.3% | -37.8% | -19.5% |
| YTD | -28.9% | +18.8% | -47.8% | -36.4% |
| 1Y | -8.0% | +20.4% | -28.4% | -18.9% |
| 3Y | -8.6% | +71.9% | -80.5% | -47.8% |
| All | -40.9% | +56.1% | -97.0% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling