+255.2%
RKLB vs VRT
+561.8%
-306.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +3.5% | +11.9% | +13.9% |
| 7D | -3.0% | -21.4% | +18.3% | +7.7% |
| 30D | -26.2% | -25.8% | -0.4% | -16.2% |
| 3M | -29.9% | -33.5% | +3.7% | -17.0% |
| 6M | -37.3% | -49.0% | +11.7% | -18.3% |
| YTD | -23.9% | +12.9% | -36.9% | -30.9% |
| 1Y | +7.0% | 0.0% | +7.0% | +2.2% |
| 3Y | +1,120.0% | +361.8% | +758.2% | +497.7% |
| All | +255.2% | +561.8% | -306.6% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling