+559.5%
RKLB vs VOO
+132.1%
+427.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | -14.1% | +0.1% | -14.2% | -14.1% |
| 3M | -46.4% | +2.0% | -48.4% | -47.7% |
| 6M | -10.6% | +13.0% | -23.7% | -27.3% |
| YTD | -7.9% | +13.6% | -21.5% | -25.4% |
| 1Y | +49.5% | +20.1% | +29.4% | +11.1% |
| 3Y | +913.6% | +77.6% | +836.0% | +297.2% |
| 5Y | +375.3% | +82.4% | +292.9% | +87.7% |
| All | +559.5% | +132.1% | +427.4% | +87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling