+330.6%
RKLB vs VOO
+72.6%
+258.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.1% |
| 7D | +15.9% | +2.6% | +13.4% | +10.1% |
| 30D | +4.0% | -2.0% | +6.0% | +10.2% |
| 3M | -23.2% | -2.8% | -20.4% | -16.6% |
| 6M | -50.4% | +2.2% | -52.6% | -50.7% |
| YTD | -11.8% | +11.5% | -23.3% | -25.0% |
| 1Y | +36.0% | +13.5% | +22.5% | +12.8% |
| 3Y | +1,321.0% | +78.1% | +1,242.9% | +437.6% |
| All | +330.6% | +72.6% | +258.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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