+117.9%
RKLB vs VG
-46.6%
+164.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.5% | 0.0% | +4.8% |
| 7D | +26.3% | +5.5% | +20.8% | +25.6% |
| 30D | +0.7% | -3.6% | +4.2% | +1.2% |
| 3M | -17.3% | -4.0% | -13.3% | -17.1% |
| 6M | -43.6% | +9.4% | -53.0% | -45.6% |
| YTD | -5.2% | +86.6% | -91.8% | -23.3% |
| 1Y | +29.1% | +69.5% | -40.4% | +6.4% |
| All | +117.9% | -46.6% | +164.5% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling