-31.6%
RIVN vs VO
+56.0%
-87.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.4% |
| 7D | +2.5% | -0.6% | +3.1% | +3.6% |
| 30D | -2.3% | -1.9% | -0.4% | +1.0% |
| 3M | +1.7% | +3.3% | -1.5% | -3.4% |
| 6M | +0.9% | +9.7% | -8.8% | -13.1% |
| YTD | -18.8% | +12.6% | -31.4% | -32.8% |
| 1Y | +14.8% | +13.6% | +1.2% | -6.4% |
| All | -31.6% | +56.0% | -87.7% | -70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling