+559.5%
RKLB vs VRT
+1,381.2%
-821.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.4% | -3.6% | -1.1% |
| 7D | -0.2% | +9.1% | -9.3% | -3.9% |
| 30D | -14.1% | +0.9% | -15.0% | -14.6% |
| 3M | -46.4% | -13.4% | -33.1% | -43.9% |
| 6M | -10.6% | +11.7% | -22.3% | -16.5% |
| YTD | -7.9% | +73.2% | -81.1% | -29.4% |
| 1Y | +49.5% | +123.4% | -73.9% | +2.9% |
| 3Y | +913.6% | +606.2% | +307.4% | +331.0% |
| 5Y | +375.3% | +899.9% | -524.6% | +40.6% |
| All | +559.5% | +1,381.2% | -821.7% | +80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling