+557.5%
RKLB vs VT
+97.0%
+460.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.7% |
| 7D | +39.3% | +2.9% | +36.4% | +31.1% |
| 30D | -0.2% | -2.5% | +2.3% | +7.2% |
| 3M | -21.1% | -3.3% | -17.7% | -13.1% |
| 6M | -45.5% | +1.5% | -47.0% | -45.0% |
| YTD | -8.2% | +11.4% | -19.5% | -21.7% |
| 1Y | +28.2% | +11.9% | +16.3% | +9.7% |
| 3Y | +1,366.1% | +73.9% | +1,292.3% | +461.3% |
| 5Y | +345.9% | +57.9% | +288.0% | +110.6% |
| All | +557.5% | +97.0% | +460.5% | +143.8% |
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