+28.2%
RKLB vs VRT
+15.2%
+13.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.7% | -3.9% |
| 7D | +39.3% | +18.6% | +20.7% | +27.8% |
| 30D | -0.2% | -11.7% | +11.4% | +5.3% |
| 3M | -21.1% | -27.3% | +6.2% | -9.2% |
| 6M | -45.5% | -42.9% | -2.6% | -31.5% |
| YTD | -8.2% | +29.5% | -37.6% | -29.4% |
| 1Y | +28.2% | +21.0% | +7.2% | +1.3% |
| All | +28.2% | +15.2% | +13.0% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling