+576.0%
RKLB vs VEA
+92.9%
+483.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.3% |
| 7D | +5.3% | +1.9% | +3.5% | +1.7% |
| 30D | -20.5% | +0.8% | -21.2% | -21.6% |
| 3M | -42.0% | +5.7% | -47.7% | -47.1% |
| 6M | -6.0% | +13.3% | -19.3% | -22.3% |
| YTD | -5.6% | +18.4% | -24.0% | -27.7% |
| 1Y | +38.0% | +27.0% | +11.1% | -5.2% |
| 3Y | +962.4% | +79.3% | +883.1% | +316.5% |
| 5Y | +336.5% | +62.1% | +274.4% | +97.6% |
| All | +576.0% | +92.9% | +483.1% | +165.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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