+504.1%
RKLB vs VRT
+958.7%
-454.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +9.6% | +1.3% | +6.7% |
| 7D | +13.0% | -10.6% | +23.6% | +18.7% |
| 30D | -13.7% | -17.4% | +3.7% | -6.5% |
| 3M | -28.9% | -26.4% | -2.6% | -19.7% |
| 6M | -44.2% | -41.0% | -3.2% | -32.1% |
| YTD | -15.6% | +23.8% | -39.4% | -25.9% |
| 1Y | +14.0% | +11.6% | +2.4% | +4.5% |
| 3Y | +1,275.2% | +403.5% | +871.7% | +573.0% |
| 5Y | +296.6% | +647.0% | -350.4% | +34.9% |
| All | +504.1% | +958.7% | -454.7% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 10y: compounded portfolio wealth divided by compounded VRT 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…
10y analysis · Full analysis span regression · 6 months rolling