+835.2%
VRT vs RIVN
-85.0%
+920.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.7% |
| 7D | -7.7% | +0.9% | -8.6% | -7.9% |
| 30D | -12.0% | -1.9% | -10.1% | -11.7% |
| 3M | -11.7% | +8.7% | -20.4% | -14.3% |
| 6M | -8.1% | -3.0% | -5.1% | -9.0% |
| YTD | +53.2% | -18.6% | +71.8% | +55.8% |
| 1Y | +81.7% | +15.4% | +66.3% | +67.8% |
| 3Y | +535.3% | -30.5% | +565.8% | +503.8% |
| All | +835.2% | -85.0% | +920.1% | +960.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling