+49.5%
RKLB vs VFC
-6.8%
+56.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | -0.2% |
| 7D | -0.2% | -1.6% | +1.4% | +0.4% |
| 30D | -14.1% | -11.6% | -2.5% | -10.0% |
| 3M | -46.4% | -18.1% | -28.3% | -43.3% |
| 6M | -10.6% | -27.4% | +16.7% | -0.9% |
| YTD | -7.9% | -24.8% | +16.9% | +1.0% |
| 1Y | +49.5% | -8.2% | +57.7% | +56.4% |
| All | +49.5% | -6.8% | +56.3% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling