+66.5%
VTI vs RIVN
-85.0%
+151.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -2.0% | +0.9% | -2.9% | -2.1% |
| 30D | -1.9% | -1.9% | -0.1% | -1.8% |
| 3M | +4.5% | +8.7% | -4.2% | +2.9% |
| 6M | +12.6% | -3.0% | +15.5% | +11.8% |
| YTD | +12.0% | -18.6% | +30.6% | +12.7% |
| 1Y | +17.3% | +15.4% | +2.0% | +12.7% |
| 3Y | +75.3% | -30.5% | +105.9% | +70.1% |
| All | +66.5% | -85.0% | +151.5% | +73.9% |
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