+111.0%
RKLB vs VG
-44.1%
+155.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.7% | -7.9% | -3.8% |
| 7D | +39.3% | +15.1% | +24.2% | +36.8% |
| 30D | -0.2% | -4.2% | +4.0% | +0.2% |
| 3M | -21.1% | -3.1% | -18.0% | -21.0% |
| 6M | -45.5% | +0.3% | -45.8% | -46.4% |
| YTD | -8.2% | +95.5% | -103.6% | -26.1% |
| 1Y | +28.2% | +64.4% | -36.2% | +6.8% |
| All | +111.0% | -44.1% | +155.1% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling