+231.5%
RKLB vs VTR
+90.0%
+141.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -2.9% | -2.3% |
| 7D | -2.9% | -1.8% | -1.1% | -2.1% |
| 30D | -22.6% | +4.0% | -26.6% | -24.0% |
| 3M | -41.0% | +7.8% | -48.9% | -44.3% |
| 6M | -10.1% | +6.4% | -16.5% | -14.3% |
| YTD | -11.2% | +18.3% | -29.5% | -20.1% |
| 1Y | +34.2% | +33.9% | +0.3% | +11.4% |
| 3Y | +899.4% | +134.3% | +765.0% | +492.9% |
| 5Y | +231.5% | +90.3% | +141.3% | +95.8% |
| All | +231.5% | +90.0% | +141.5% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling