+13.8%
VRT vs RIVN
+8.5%
+5.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.8% | -18.7% | -13.6% |
| 7D | -15.4% | +20.5% | -35.9% | -17.8% |
| 30D | -19.0% | -3.7% | -15.3% | -18.5% |
| 3M | -23.8% | -10.8% | -13.0% | -22.6% |
| 6M | -37.9% | -3.1% | -34.8% | -37.5% |
| YTD | +27.0% | -28.7% | +55.6% | +30.3% |
| 1Y | +13.8% | +12.5% | +1.3% | +6.9% |
| All | +13.8% | +8.5% | +5.3% | +6.9% |
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