+329.8%
RKLB vs VT
+57.5%
+272.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +7.7% |
| 7D | +15.2% | -0.1% | +15.4% | +16.3% |
| 30D | -8.1% | -3.1% | -5.0% | +0.3% |
| 3M | -21.7% | -3.5% | -18.2% | -13.1% |
| 6M | -40.5% | +0.5% | -41.0% | -38.6% |
| YTD | -10.1% | +10.8% | -20.9% | -23.2% |
| 1Y | +20.8% | +11.9% | +8.9% | +2.3% |
| 3Y | +1,335.0% | +73.0% | +1,262.0% | +424.1% |
| 5Y | +329.8% | +58.6% | +271.2% | +98.5% |
| All | +329.8% | +57.5% | +272.3% | +98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling