+444.6%
RKLB vs VT
+91.9%
+352.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.2% | +14.9% |
| 7D | -3.0% | -2.3% | -0.7% | +2.7% |
| 30D | -26.2% | -5.0% | -21.3% | -16.2% |
| 3M | -29.9% | -4.9% | -25.0% | -20.0% |
| 6M | -37.3% | -1.5% | -35.8% | -32.0% |
| YTD | -23.9% | +8.5% | -32.4% | -31.4% |
| 1Y | +7.0% | +11.4% | -4.4% | -7.5% |
| 3Y | +1,120.0% | +70.1% | +1,049.9% | +390.2% |
| 5Y | +242.2% | +53.7% | +188.4% | +71.1% |
| All | +444.6% | +91.9% | +352.7% | +113.5% |
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