+546.0%
RKLB vs VTR
+119.9%
+426.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -22.4% | +1.1% | -23.5% | -22.8% |
| 3M | -45.2% | +7.9% | -53.1% | -47.8% |
| 6M | -12.5% | +6.2% | -18.7% | -16.0% |
| YTD | -9.8% | +17.7% | -27.5% | -17.4% |
| 1Y | +30.0% | +32.9% | -2.9% | +11.4% |
| 3Y | +942.2% | +129.7% | +812.5% | +585.3% |
| 5Y | +236.8% | +89.3% | +147.5% | +126.9% |
| All | +546.0% | +119.9% | +426.1% | +336.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling