+547.3%
RKLB vs VTI
+118.5%
+428.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.1% |
| 7D | 0.0% | -0.4% | +0.3% | +0.7% |
| 30D | -21.2% | -1.6% | -19.6% | -18.4% |
| 3M | -41.7% | +3.6% | -45.3% | -45.0% |
| 6M | -11.8% | +13.0% | -24.8% | -28.2% |
| YTD | -9.6% | +12.7% | -22.3% | -25.5% |
| 1Y | +34.1% | +18.4% | +15.7% | +2.7% |
| 3Y | +917.3% | +76.4% | +840.8% | +303.2% |
| 5Y | +204.4% | +73.7% | +130.7% | +30.6% |
| All | +547.3% | +118.5% | +428.8% | +115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling