-7.4%
RKLB vs VTR
+22.5%
-29.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.3% | -2.6% |
| 7D | -10.6% | +10.0% | -20.7% | -6.5% |
| 30D | -28.3% | +9.6% | -37.9% | -25.3% |
| 3M | -29.7% | -1.2% | -28.5% | -29.2% |
| 6M | -34.8% | +2.8% | -37.6% | -32.4% |
| YTD | -24.9% | +17.4% | -42.3% | -14.2% |
| 1Y | -7.4% | +22.0% | -29.4% | +4.6% |
| All | -7.4% | +22.5% | -29.9% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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