+576.0%
RKLB vs VTR
+119.6%
+456.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | +5.3% | -2.4% | +7.7% | +6.3% |
| 30D | -20.5% | -3.7% | -16.7% | -19.4% |
| 3M | -42.0% | +13.5% | -55.6% | -46.2% |
| 6M | -6.0% | +7.2% | -13.2% | -10.2% |
| YTD | -5.6% | +17.6% | -23.1% | -13.5% |
| 1Y | +38.0% | +35.4% | +2.6% | +17.2% |
| 3Y | +962.4% | +132.8% | +829.6% | +594.2% |
| 5Y | +336.5% | +88.7% | +247.9% | +194.2% |
| All | +576.0% | +119.6% | +456.4% | +357.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling