+559.5%
RKLB vs VT
+104.1%
+455.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +0.4% | -0.6% | -1.2% |
| 30D | -14.1% | +1.0% | -15.1% | -15.8% |
| 3M | -46.4% | +2.4% | -48.8% | -48.2% |
| 6M | -10.6% | +12.0% | -22.6% | -27.0% |
| YTD | -7.9% | +15.3% | -23.2% | -28.8% |
| 1Y | +49.5% | +22.6% | +26.9% | +3.9% |
| 3Y | +913.6% | +74.7% | +838.9% | +274.6% |
| 5Y | +375.3% | +66.1% | +309.2% | +99.6% |
| All | +559.5% | +104.1% | +455.4% | +121.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling