+546.0%
RKLB vs VSH
+95.0%
+451.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | -2.2% |
| 7D | -2.0% | +4.8% | -6.8% | -5.0% |
| 30D | -22.4% | -0.7% | -21.7% | -22.4% |
| 3M | -45.2% | -43.1% | -2.1% | -24.9% |
| 6M | -12.5% | +91.8% | -104.3% | -48.6% |
| YTD | -9.8% | +131.6% | -141.4% | -53.6% |
| 1Y | +30.0% | +118.1% | -88.1% | -30.5% |
| 3Y | +942.2% | +40.9% | +901.3% | +614.0% |
| 5Y | +236.8% | +75.8% | +161.1% | +93.2% |
| All | +546.0% | +95.0% | +451.0% | +288.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling