-84.1%
RIVN vs VUG
+70.4%
-154.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -1.6% |
| 7D | +1.8% | -0.5% | +2.3% | +2.6% |
| 30D | +0.6% | -1.0% | +1.6% | +2.2% |
| 3M | +3.2% | +3.5% | -0.4% | -2.0% |
| 6M | -3.7% | +14.2% | -17.9% | -20.6% |
| YTD | -18.7% | +8.5% | -27.2% | -27.6% |
| 1Y | +14.7% | +12.9% | +1.9% | -4.0% |
| 3Y | -31.5% | +85.6% | -117.2% | -76.7% |
| All | -84.1% | +70.4% | -154.5% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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