+20.6%
VZ vs RIVN
-86.9%
+107.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.8% |
| 7D | +2.2% | +6.2% | -4.0% | +2.2% |
| 30D | +10.6% | +0.4% | +10.2% | +10.6% |
| 3M | -0.6% | -12.4% | +11.8% | -0.6% |
| 6M | +0.7% | -1.5% | +2.2% | +0.6% |
| YTD | +20.6% | -28.9% | +49.5% | +20.8% |
| 1Y | +22.7% | -8.0% | +30.7% | +22.3% |
| 3Y | +57.2% | -8.6% | +65.8% | +55.6% |
| All | +20.6% | -86.9% | +107.4% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling