-18.5%
RKLB vs VSH
+38.8%
-57.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -14.8% | +2.6% | -3.1% |
| 7D | -22.2% | -25.2% | +3.0% | -7.1% |
| 30D | -38.7% | -41.8% | +3.1% | -15.3% |
| 3M | -38.5% | -33.4% | -5.1% | -22.2% |
| 6M | -41.6% | -31.0% | -10.6% | -41.3% |
| YTD | -34.1% | +53.6% | -87.7% | -71.6% |
| 1Y | -18.5% | +46.3% | -64.8% | -62.3% |
| All | -18.5% | +38.8% | -57.3% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling