+535.9%
RKLB vs VCLT
-16.8%
+552.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -0.5% |
| 7D | -2.9% | -1.3% | -1.6% | -1.5% |
| 30D | -22.6% | -1.1% | -21.4% | -21.7% |
| 3M | -41.0% | -3.7% | -37.3% | -38.4% |
| 6M | -10.1% | -4.0% | -6.1% | -5.1% |
| YTD | -11.2% | -3.4% | -7.8% | -6.9% |
| 1Y | +34.2% | -4.1% | +38.3% | +41.9% |
| 3Y | +899.4% | +11.0% | +888.4% | +804.1% |
| 5Y | +231.5% | -17.0% | +248.5% | +243.3% |
| All | +535.9% | -16.8% | +552.7% | +530.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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