+504.1%
RKLB vs VT
+96.9%
+407.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.6% | +8.3% | +4.9% |
| 7D | +13.0% | +0.4% | +12.7% | +12.9% |
| 30D | -13.7% | -2.6% | -11.1% | -7.1% |
| 3M | -28.9% | -3.2% | -25.7% | -22.0% |
| 6M | -44.2% | +0.9% | -45.1% | -42.9% |
| YTD | -15.6% | +11.3% | -26.9% | -28.0% |
| 1Y | +14.0% | +14.0% | 0.0% | -6.3% |
| 3Y | +1,275.2% | +75.8% | +1,199.4% | +415.1% |
| 5Y | +296.6% | +57.8% | +238.8% | +87.5% |
| All | +504.1% | +96.9% | +407.1% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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