+84.3%
VZ vs RIVN
-30.9%
+115.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.6% |
| 7D | +0.2% | +4.1% | -3.9% | +0.3% |
| 30D | +7.1% | +1.1% | +6.1% | +7.1% |
| 3M | +12.8% | -4.0% | +16.8% | +12.8% |
| 6M | +1.8% | +5.2% | -3.4% | +1.8% |
| YTD | +30.0% | -18.0% | +47.9% | +30.3% |
| 1Y | +24.3% | +15.6% | +8.7% | +24.0% |
| 3Y | +84.3% | -30.0% | +114.3% | +81.0% |
| All | +84.3% | -30.9% | +115.2% | +81.0% |
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