+576.0%
RKLB vs VIG
+92.7%
+483.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +4.1% |
| 7D | +5.3% | -0.4% | +5.7% | +6.1% |
| 30D | -20.5% | -2.1% | -18.4% | -17.1% |
| 3M | -42.0% | +3.3% | -45.4% | -45.8% |
| 6M | -6.0% | +9.3% | -15.3% | -19.9% |
| YTD | -5.6% | +10.1% | -15.7% | -20.5% |
| 1Y | +38.0% | +14.7% | +23.3% | +8.9% |
| 3Y | +962.4% | +56.9% | +905.5% | +404.0% |
| 5Y | +336.5% | +62.9% | +273.6% | +103.0% |
| All | +576.0% | +92.7% | +483.3% | +131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling