+868.8%
VRT vs RIVN
-85.0%
+953.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | +1.8% | -10.2% | -8.7% |
| 30D | -10.9% | +0.6% | -11.5% | -11.1% |
| 3M | -13.7% | +3.2% | -16.8% | -15.3% |
| 6M | -4.1% | -3.7% | -0.4% | -4.9% |
| YTD | +58.7% | -18.7% | +77.4% | +61.4% |
| 1Y | +89.6% | +14.7% | +74.9% | +75.3% |
| 3Y | +558.1% | -31.5% | +589.7% | +528.2% |
| All | +868.8% | -85.0% | +953.8% | +998.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling