-84.1%
RIVN vs VTR
+99.1%
-183.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +2.5% | -2.9% | +5.4% | +4.2% |
| 30D | -2.3% | -2.8% | +0.4% | -1.0% |
| 3M | +1.7% | +9.0% | -7.3% | -5.2% |
| 6M | +0.9% | +5.0% | -4.1% | -5.0% |
| YTD | -18.8% | +16.9% | -35.7% | -29.4% |
| 1Y | +14.8% | +34.3% | -19.5% | -10.7% |
| 3Y | -30.7% | +131.6% | -162.3% | -67.5% |
| All | -84.1% | +99.1% | -183.2% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 all: compounded portfolio wealth divided by compounded VTR 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…
all analysis · Full analysis span regression · 6 months rolling