+231.5%
RKLB vs VLO
+600.5%
-369.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -2.9% | +4.0% | -6.9% | -3.6% |
| 30D | -22.6% | +19.0% | -41.5% | -25.1% |
| 3M | -41.0% | +50.0% | -91.0% | -45.8% |
| 6M | -10.1% | +79.1% | -89.2% | -21.4% |
| YTD | -11.2% | +140.3% | -151.5% | -27.6% |
| 1Y | +34.2% | +148.3% | -114.1% | +8.0% |
| 3Y | +899.4% | +194.6% | +704.7% | +647.2% |
| 5Y | +231.5% | +609.6% | -378.1% | +172.7% |
| All | +231.5% | +600.5% | -369.0% | +172.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling