+543.6%
RKLB vs VRT
+925.7%
-382.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.1% | +9.7% | +7.9% |
| 7D | +15.2% | -17.7% | +32.9% | +25.1% |
| 30D | -8.1% | -20.0% | +11.9% | +0.8% |
| 3M | -21.7% | -28.1% | +6.4% | -10.7% |
| 6M | -40.5% | -42.8% | +2.3% | -26.8% |
| YTD | -10.1% | +20.0% | -30.1% | -20.1% |
| 1Y | +20.8% | +3.5% | +17.3% | +14.2% |
| 3Y | +1,335.0% | +366.1% | +968.9% | +623.0% |
| 5Y | +329.8% | +632.2% | -302.4% | +47.8% |
| All | +543.6% | +925.7% | -382.2% | +104.8% |
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