-20.8%
RIVN vs VT
+69.7%
-90.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.0% |
| 7D | +11.9% | -2.3% | +14.2% | +16.6% |
| 30D | -5.1% | -5.0% | -0.1% | +3.5% |
| 3M | -11.5% | -4.9% | -6.6% | -3.6% |
| 6M | -6.0% | -1.5% | -4.5% | -2.2% |
| YTD | -30.9% | +8.5% | -39.4% | -38.8% |
| 1Y | -10.6% | +11.4% | -22.0% | -24.0% |
| 3Y | -20.8% | +70.1% | -90.9% | -73.9% |
| All | -20.8% | +69.7% | -90.5% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling