-7.4%
RKLB vs VIG
+19.5%
-26.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -10.4% |
| 7D | -10.6% | +2.7% | -13.4% | -18.5% |
| 30D | -28.3% | +7.0% | -35.3% | -43.6% |
| 3M | -29.7% | +4.0% | -33.7% | -38.8% |
| 6M | -34.8% | +12.3% | -47.1% | -57.2% |
| YTD | -24.9% | +16.4% | -41.3% | -57.8% |
| 1Y | -7.4% | +19.2% | -26.7% | -52.9% |
| All | -7.4% | +19.5% | -26.9% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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