-86.1%
RIVN vs VT
+58.3%
-144.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -2.5% |
| 7D | +6.2% | +0.4% | +5.8% | +5.4% |
| 30D | +0.4% | -2.6% | +3.0% | +5.9% |
| 3M | -12.4% | -3.2% | -9.2% | -6.4% |
| 6M | -1.5% | +0.9% | -2.4% | -2.4% |
| YTD | -28.9% | +11.3% | -40.2% | -43.0% |
| 1Y | -8.0% | +14.0% | -22.0% | -29.8% |
| 3Y | -8.6% | +75.8% | -84.5% | -74.6% |
| All | -86.1% | +58.3% | -144.4% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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