+330.6%
RKLB vs VT
+57.0%
+273.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.3% |
| 7D | +15.9% | +2.4% | +13.6% | +10.1% |
| 30D | +4.0% | -1.5% | +5.5% | +9.2% |
| 3M | -23.2% | -4.1% | -19.1% | -13.4% |
| 6M | -50.4% | +0.6% | -51.0% | -48.9% |
| YTD | -11.8% | +11.0% | -22.8% | -25.0% |
| 1Y | +36.0% | +13.3% | +22.6% | +11.7% |
| 3Y | +1,321.0% | +73.4% | +1,247.6% | +416.4% |
| All | +330.6% | +57.0% | +273.6% | +99.6% |
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