-13.8%
RIVN vs VYM
+17.8%
-31.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.3% | -2.2% | +0.1% |
| 7D | +16.1% | -3.0% | +19.1% | +22.4% |
| 30D | -8.4% | +0.9% | -9.3% | -10.2% |
| 3M | -14.6% | -2.7% | -11.9% | -10.3% |
| 6M | -9.0% | +3.4% | -12.4% | -14.5% |
| YTD | -32.6% | +13.3% | -45.9% | -41.7% |
| 1Y | -13.8% | +17.0% | -30.8% | -33.7% |
| All | -13.8% | +17.8% | -31.6% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling