-84.1%
RIVN vs VO
+35.2%
-119.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.7% |
| 7D | +1.8% | -1.5% | +3.4% | +5.0% |
| 30D | +0.6% | -3.0% | +3.7% | +7.1% |
| 3M | +3.2% | +2.8% | +0.3% | -2.4% |
| 6M | -3.7% | +10.9% | -14.7% | -21.1% |
| YTD | -18.7% | +12.5% | -31.1% | -35.1% |
| 1Y | +14.7% | +12.0% | +2.8% | -7.6% |
| 3Y | -31.5% | +56.3% | -87.8% | -73.1% |
| All | -84.1% | +35.2% | -119.3% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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