+546.0%
RKLB vs VMC
+87.6%
+458.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | -2.0% | -3.8% | +1.7% | +0.5% |
| 30D | -22.4% | -9.7% | -12.8% | -17.1% |
| 3M | -45.2% | -9.6% | -35.5% | -42.7% |
| 6M | -12.5% | -4.8% | -7.7% | -12.4% |
| YTD | -9.8% | -10.9% | +1.1% | -6.6% |
| 1Y | +30.0% | -15.6% | +45.6% | +40.5% |
| 3Y | +942.2% | +19.3% | +922.9% | +771.4% |
| 5Y | +236.8% | +48.0% | +188.8% | +145.6% |
| All | +546.0% | +87.6% | +458.5% | +361.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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