+308.8%
RKLB vs VTI
+74.4%
+234.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.2% |
| 7D | -2.0% | -0.9% | -1.1% | -0.1% |
| 30D | -22.4% | -1.4% | -21.0% | -19.9% |
| 3M | -45.2% | +3.6% | -48.7% | -48.5% |
| 6M | -12.5% | +13.6% | -26.1% | -30.0% |
| YTD | -9.8% | +12.9% | -22.7% | -26.4% |
| 1Y | +30.0% | +17.2% | +12.8% | +0.6% |
| 3Y | +942.2% | +75.7% | +866.5% | +305.5% |
| All | +308.8% | +74.4% | +234.4% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling