-83.9%
RIVN vs VUG
+70.6%
-154.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | +4.1% | +0.9% | +3.2% | +2.7% |
| 30D | +1.1% | -1.4% | +2.5% | +3.4% |
| 3M | -4.0% | +2.3% | -6.3% | -6.8% |
| 6M | +5.2% | +15.7% | -10.5% | -15.0% |
| YTD | -18.0% | +8.6% | -26.6% | -27.1% |
| 1Y | +15.6% | +14.1% | +1.5% | -4.8% |
| 3Y | -30.0% | +87.9% | -117.9% | -76.7% |
| All | -83.9% | +70.6% | -154.5% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling