+330.6%
RKLB vs VCIT
+3.7%
+326.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.6% |
| 7D | +15.9% | -1.4% | +17.4% | +19.8% |
| 30D | +4.0% | +0.6% | +3.4% | +2.0% |
| 3M | -23.2% | -2.2% | -21.0% | -19.3% |
| 6M | -50.4% | -2.3% | -48.1% | -47.5% |
| YTD | -11.8% | -2.2% | -9.6% | -6.0% |
| 1Y | +36.0% | -1.4% | +37.3% | +42.4% |
| 3Y | +1,321.0% | +18.7% | +1,302.3% | +884.9% |
| All | +330.6% | +3.7% | +326.9% | +216.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling