+153.0%
VLO vs RIVN
+14.7%
+138.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +5.3% | +1.8% | +3.5% | +5.2% |
| 30D | +18.2% | +0.6% | +17.6% | +18.2% |
| 3M | +53.3% | +3.2% | +50.2% | +52.7% |
| 6M | +70.4% | -3.7% | +74.2% | +70.8% |
| YTD | +143.4% | -18.7% | +162.1% | +145.6% |
| 1Y | +153.0% | +14.7% | +138.3% | +148.7% |
| All | +153.0% | +14.7% | +138.3% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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