+204.4%
RKLB vs VFC
-78.7%
+283.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.4% |
| 7D | 0.0% | -2.3% | +2.3% | +0.8% |
| 30D | -21.2% | -13.4% | -7.8% | -16.9% |
| 3M | -41.7% | -23.7% | -18.0% | -36.3% |
| 6M | -11.8% | -24.5% | +12.7% | -2.8% |
| YTD | -9.6% | -27.8% | +18.2% | +0.7% |
| 1Y | +34.1% | -13.5% | +47.6% | +37.9% |
| 3Y | +917.3% | -27.1% | +944.4% | +874.8% |
| 5Y | +204.4% | -79.0% | +283.4% | +453.5% |
| All | +204.4% | -78.7% | +283.1% | +453.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling