-84.1%
RIVN vs VNQ
+4.0%
-88.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.2% |
| 7D | +1.8% | -1.3% | +3.1% | +3.7% |
| 30D | +0.6% | -2.6% | +3.2% | +4.4% |
| 3M | +3.2% | -2.0% | +5.2% | +4.6% |
| 6M | -3.7% | +4.3% | -8.0% | -12.1% |
| YTD | -18.7% | +9.2% | -27.9% | -30.9% |
| 1Y | +14.7% | +5.6% | +9.1% | +2.3% |
| 3Y | -31.5% | +30.8% | -62.4% | -56.8% |
| All | -84.1% | +4.0% | -88.1% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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