-84.1%
RIVN vs VSH
+70.9%
-155.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +0.9% | +3.1% | -2.2% | -0.7% |
| 30D | -1.9% | -5.7% | +3.8% | +0.2% |
| 3M | +8.7% | -42.5% | +51.2% | +36.0% |
| 6M | -3.0% | +82.7% | -85.6% | -38.0% |
| YTD | -18.6% | +118.2% | -136.8% | -54.8% |
| 1Y | +15.4% | +109.7% | -94.3% | -36.0% |
| 3Y | -30.5% | +35.3% | -65.8% | -47.2% |
| All | -84.1% | +70.9% | -155.0% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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