+1,327.6%
RKLB vs VLTO
+56.4%
+1,271.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.1% |
| 7D | +15.9% | +1.0% | +15.0% | +15.7% |
| 30D | +4.0% | +17.5% | -13.5% | -1.2% |
| 3M | -23.2% | +21.4% | -44.6% | -28.0% |
| 6M | -50.4% | +38.1% | -88.6% | -56.9% |
| YTD | -11.8% | +19.0% | -30.8% | -16.3% |
| 1Y | +36.0% | +20.7% | +15.3% | +27.5% |
| 3Y | +1,321.0% | +64.3% | +1,256.7% | +985.0% |
| All | +1,327.6% | +56.4% | +1,271.2% | +988.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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