+123.4%
VRT vs RIVN
+9.6%
+113.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.4% | +4.5% |
| 7D | +9.1% | -2.1% | +11.2% | +9.5% |
| 30D | +0.9% | +1.2% | -0.2% | +0.6% |
| 3M | -13.4% | -13.1% | -0.2% | -12.0% |
| 6M | +11.7% | +5.5% | +6.2% | +10.4% |
| YTD | +73.2% | -20.1% | +93.4% | +75.5% |
| 1Y | +123.4% | +14.9% | +108.5% | +109.8% |
| All | +123.4% | +9.6% | +113.8% | +109.8% |
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