+231.5%
RKLB vs VOO
+80.3%
+151.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.5% |
| 7D | -2.9% | -2.0% | -0.9% | +1.3% |
| 30D | -22.6% | -1.7% | -20.9% | -19.7% |
| 3M | -41.0% | +4.7% | -45.8% | -45.7% |
| 6M | -10.1% | +12.6% | -22.7% | -26.5% |
| YTD | -11.2% | +11.8% | -22.9% | -26.0% |
| 1Y | +34.2% | +17.5% | +16.7% | +3.5% |
| 3Y | +899.4% | +77.0% | +822.4% | +286.8% |
| 5Y | +231.5% | +82.6% | +148.9% | +34.9% |
| All | +231.5% | +80.3% | +151.2% | +34.9% |
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