+890.8%
VRT vs RIVN
-85.0%
+975.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.0% | -8.6% | -9.4% |
| 7D | +2.4% | +2.5% | -0.1% | +1.9% |
| 30D | -2.7% | -2.3% | -0.3% | -2.3% |
| 3M | -9.2% | +1.7% | -10.9% | -10.6% |
| 6M | -0.5% | +0.9% | -1.4% | -2.3% |
| YTD | +62.3% | -18.8% | +81.1% | +65.2% |
| 1Y | +109.6% | +14.8% | +94.8% | +93.7% |
| 3Y | +573.1% | -30.7% | +603.8% | +540.1% |
| All | +890.8% | -85.0% | +975.8% | +1,023.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling