+576.0%
RKLB vs VRT
+1,435.6%
-859.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.7% | -1.2% | +1.0% |
| 7D | +5.3% | +13.6% | -8.3% | -0.3% |
| 30D | -20.5% | +6.8% | -27.2% | -22.8% |
| 3M | -42.0% | -3.2% | -38.8% | -42.1% |
| 6M | -6.0% | +20.3% | -26.4% | -14.8% |
| YTD | -5.6% | +79.6% | -85.2% | -28.7% |
| 1Y | +38.0% | +139.0% | -101.0% | -7.5% |
| 3Y | +962.4% | +644.6% | +317.8% | +342.5% |
| 5Y | +336.5% | +1,024.4% | -687.8% | +25.7% |
| All | +576.0% | +1,435.6% | -859.6% | +82.7% |
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