-24.8%
RIVN vs VO
+66.5%
-91.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.9% | -4.9% |
| 7D | -10.5% | +3.1% | -13.6% | -15.0% |
| 30D | -5.9% | +2.2% | -8.1% | -9.4% |
| 3M | -23.0% | -2.5% | -20.5% | -19.6% |
| 6M | -14.6% | +7.0% | -21.6% | -23.2% |
| YTD | -38.2% | +14.0% | -52.2% | -49.5% |
| 1Y | -25.7% | +15.6% | -41.3% | -40.8% |
| 3Y | -24.8% | +66.2% | -90.9% | -69.8% |
| All | -24.8% | +66.5% | -91.3% | -69.8% |
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