+23.6%
VRT vs RIVN
-29.4%
+53.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.8% | +1.2% | -2.9% |
| 7D | +10.5% | -10.5% | +21.0% | +12.2% |
| 30D | -9.3% | -5.9% | -3.4% | -8.4% |
| 3M | -29.6% | -23.0% | -6.6% | -26.9% |
| 6M | -45.4% | -14.6% | -30.7% | -43.7% |
| YTD | +24.8% | -38.2% | +63.0% | +26.8% |
| 1Y | +23.6% | -25.7% | +49.3% | +31.0% |
| All | +23.6% | -29.4% | +53.0% | +31.0% |
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