+557.5%
RKLB vs VO
+79.7%
+477.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -1.3% |
| 7D | +39.3% | +2.9% | +36.4% | +31.8% |
| 30D | -0.2% | +1.0% | -1.2% | -1.2% |
| 3M | -21.1% | -1.7% | -19.3% | -17.2% |
| 6M | -45.5% | +6.7% | -52.2% | -51.2% |
| YTD | -8.2% | +14.0% | -22.1% | -26.2% |
| 1Y | +28.2% | +13.7% | +14.5% | +4.7% |
| 3Y | +1,366.1% | +65.8% | +1,300.3% | +552.6% |
| 5Y | +345.9% | +36.6% | +309.3% | +180.4% |
| All | +557.5% | +79.7% | +477.9% | +223.1% |
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