+204.4%
RKLB vs VIG
+62.2%
+142.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.1% |
| 7D | 0.0% | -1.2% | +1.1% | +2.5% |
| 30D | -21.2% | -2.8% | -18.4% | -16.3% |
| 3M | -41.7% | +2.5% | -44.2% | -44.6% |
| 6M | -11.8% | +8.1% | -19.9% | -23.6% |
| YTD | -9.6% | +9.6% | -19.2% | -23.6% |
| 1Y | +34.1% | +14.2% | +20.0% | +5.7% |
| 3Y | +917.3% | +56.1% | +861.2% | +368.5% |
| 5Y | +204.4% | +62.8% | +141.5% | +38.4% |
| All | +204.4% | +62.2% | +142.2% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling