+654.4%
VRT vs RIVN
-90.7%
+745.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.8% | +1.2% | -2.6% |
| 7D | +10.5% | -10.5% | +21.0% | +13.2% |
| 30D | -9.3% | -5.9% | -3.4% | -8.4% |
| 3M | -29.6% | -23.0% | -6.6% | -25.8% |
| 6M | -45.4% | -14.6% | -30.7% | -44.4% |
| YTD | +24.8% | -38.2% | +63.0% | +34.4% |
| 1Y | +23.6% | -25.7% | +49.3% | +26.3% |
| 3Y | +379.7% | -24.8% | +404.4% | +341.5% |
| All | +654.4% | -90.7% | +745.1% | +845.4% |
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