+535.9%
RKLB vs VO
+75.9%
+460.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | +0.1% |
| 7D | -2.9% | -2.5% | -0.4% | +2.3% |
| 30D | -22.6% | -3.2% | -19.3% | -17.1% |
| 3M | -41.0% | +3.9% | -44.9% | -45.3% |
| 6M | -10.1% | +9.6% | -19.8% | -23.4% |
| YTD | -11.2% | +11.6% | -22.8% | -26.4% |
| 1Y | +34.2% | +12.6% | +21.6% | +11.4% |
| 3Y | +899.4% | +55.4% | +844.0% | +398.4% |
| 5Y | +231.5% | +41.8% | +189.7% | +100.9% |
| All | +535.9% | +75.9% | +460.0% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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