+531.5%
RKLB vs VO
+79.7%
+451.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | +3.1% | +12.8% | +9.4% |
| 30D | +4.0% | +2.2% | +1.8% | +0.3% |
| 3M | -23.2% | -2.5% | -20.7% | -18.0% |
| 6M | -50.4% | +7.0% | -57.4% | -55.9% |
| YTD | -11.8% | +14.0% | -25.8% | -29.2% |
| 1Y | +36.0% | +15.6% | +20.3% | +7.1% |
| 3Y | +1,321.0% | +66.2% | +1,254.8% | +530.2% |
| 5Y | +328.2% | +36.6% | +291.6% | +169.2% |
| All | +531.5% | +79.7% | +451.8% | +210.2% |
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