+348.4%
RKLB vs VIG
+64.4%
+283.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +39.3% | +3.1% | +36.2% | +30.8% |
| 30D | -0.2% | +5.0% | -5.3% | -10.2% |
| 3M | -21.1% | +2.7% | -23.7% | -25.3% |
| 6M | -45.5% | +11.0% | -56.5% | -56.1% |
| YTD | -8.2% | +16.0% | -24.1% | -31.5% |
| 1Y | +28.2% | +16.3% | +12.0% | -3.9% |
| 3Y | +1,366.1% | +66.8% | +1,299.3% | +471.0% |
| All | +348.4% | +64.4% | +283.9% | +80.7% |
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