+546.0%
RKLB vs VLO
+717.8%
-171.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | -2.0% | +5.3% | -7.4% | -3.0% |
| 30D | -22.4% | +18.2% | -40.7% | -24.8% |
| 3M | -45.2% | +53.3% | -98.5% | -49.5% |
| 6M | -12.5% | +70.4% | -83.0% | -21.8% |
| YTD | -9.8% | +143.4% | -153.1% | -25.4% |
| 1Y | +30.0% | +153.0% | -123.0% | +6.1% |
| 3Y | +942.2% | +195.0% | +747.3% | +700.7% |
| 5Y | +236.8% | +618.8% | -382.0% | +137.5% |
| All | +546.0% | +717.8% | -171.8% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling