-84.1%
RIVN vs VTRS
+40.9%
-125.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | +1.8% | -2.2% | +4.0% | +2.8% |
| 30D | +0.6% | +3.3% | -2.7% | -0.8% |
| 3M | +3.2% | +2.0% | +1.2% | +1.9% |
| 6M | -3.7% | +19.9% | -23.7% | -11.7% |
| YTD | -18.7% | +35.7% | -54.4% | -30.1% |
| 1Y | +14.7% | +68.1% | -53.3% | -10.3% |
| 3Y | -31.5% | +87.1% | -118.6% | -50.9% |
| All | -84.1% | +40.9% | -125.0% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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