+297.5%
VST vs RIVN
-17.0%
+314.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.4% | +7.0% |
| 7D | -0.5% | +6.2% | -6.7% | -1.2% |
| 30D | -17.1% | +0.4% | -17.4% | -17.2% |
| 3M | -4.6% | -12.4% | +7.8% | -3.5% |
| 6M | -9.1% | -1.5% | -7.6% | -9.8% |
| YTD | -16.6% | -28.9% | +12.3% | -15.4% |
| 1Y | -29.5% | -8.0% | -21.5% | -30.5% |
| 3Y | +297.5% | -8.6% | +306.1% | +285.5% |
| All | +297.5% | -17.0% | +314.5% | +285.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling