+559.5%
RKLB vs VCIT
+4.2%
+555.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | -0.3% | +0.1% | +0.7% |
| 30D | -14.1% | -0.8% | -13.4% | -12.5% |
| 3M | -46.4% | -1.0% | -45.4% | -44.9% |
| 6M | -10.6% | -1.8% | -8.8% | -5.4% |
| YTD | -7.9% | -0.7% | -7.2% | -4.9% |
| 1Y | +49.5% | +1.0% | +48.5% | +48.8% |
| 3Y | +913.6% | +18.8% | +894.7% | +604.4% |
| 5Y | +375.3% | +3.5% | +371.8% | +312.2% |
| All | +559.5% | +4.2% | +555.3% | +450.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling