+308.8%
RKLB vs VTV
+80.6%
+228.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.1% |
| 7D | -2.0% | -1.1% | -0.9% | +0.2% |
| 30D | -22.4% | -1.0% | -21.4% | -20.8% |
| 3M | -45.2% | +4.6% | -49.8% | -50.5% |
| 6M | -12.5% | +13.5% | -26.0% | -31.6% |
| YTD | -9.8% | +18.5% | -28.3% | -35.1% |
| 1Y | +30.0% | +22.9% | +7.1% | -12.2% |
| 3Y | +942.2% | +67.8% | +874.4% | +320.6% |
| All | +308.8% | +80.6% | +228.1% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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