-7.4%
RKLB vs VTI
+14.8%
-22.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -9.8% |
| 7D | -10.6% | -0.6% | -10.0% | -8.5% |
| 30D | -28.3% | -1.0% | -27.3% | -25.0% |
| 3M | -29.7% | -0.8% | -28.9% | -26.7% |
| 6M | -34.8% | +7.1% | -41.8% | -48.1% |
| YTD | -24.9% | +13.4% | -38.3% | -51.5% |
| 1Y | -7.4% | +14.9% | -22.3% | -42.6% |
| All | -7.4% | +14.8% | -22.2% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling