+578.9%
RKLB vs VT
+98.2%
+480.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.3% | +2.9% |
| 7D | +26.3% | -0.7% | +27.0% | +29.6% |
| 30D | +0.7% | -1.7% | +2.4% | +6.3% |
| 3M | -17.3% | -2.3% | -15.0% | -11.2% |
| 6M | -43.6% | +1.5% | -45.1% | -43.1% |
| YTD | -5.2% | +12.0% | -17.2% | -20.3% |
| 1Y | +29.1% | +12.9% | +16.2% | +8.3% |
| 3Y | +1,413.7% | +74.9% | +1,338.8% | +471.2% |
| 5Y | +364.9% | +59.9% | +304.9% | +114.7% |
| All | +578.9% | +98.2% | +480.6% | +148.1% |
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