+75.7%
VTI vs RIVN
-31.8%
+107.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | +1.8% | -2.7% | -1.0% |
| 30D | -1.4% | +0.6% | -2.1% | -1.5% |
| 3M | +3.6% | +3.2% | +0.4% | +2.8% |
| 6M | +13.6% | -3.7% | +17.3% | +13.0% |
| YTD | +12.9% | -18.7% | +31.6% | +13.4% |
| 1Y | +17.2% | +14.7% | +2.5% | +13.9% |
| 3Y | +75.7% | -31.5% | +107.2% | +70.5% |
| All | +75.7% | -31.8% | +107.5% | +70.5% |
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