+444.6%
RKLB vs VCIT
+3.2%
+441.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.1% | +15.5% | +15.7% |
| 7D | -3.0% | +0.1% | -3.1% | -3.4% |
| 30D | -26.2% | +1.9% | -28.1% | -29.8% |
| 3M | -29.9% | -1.4% | -28.4% | -27.5% |
| 6M | -37.3% | -2.1% | -35.2% | -33.6% |
| YTD | -23.9% | -1.6% | -22.3% | -19.9% |
| 1Y | +7.0% | -0.9% | +7.9% | +11.0% |
| 3Y | +1,120.0% | +20.0% | +1,100.0% | +727.1% |
| 5Y | +242.2% | +3.1% | +239.0% | +197.4% |
| All | +444.6% | +3.2% | +441.4% | +364.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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