+1,120.0%
RKLB vs VCIT
+19.7%
+1,100.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -30.0% |
| 3M | -29.9% | -1.4% | -28.4% | -27.2% |
| 6M | -37.3% | -2.1% | -35.2% | -33.3% |
| YTD | -23.9% | -1.6% | -22.3% | -19.6% |
| 1Y | +7.0% | -0.9% | +7.9% | +11.8% |
| 3Y | +1,120.0% | +20.0% | +1,100.0% | +910.1% |
| All | +1,120.0% | +19.7% | +1,100.3% | +910.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling