+557.5%
RKLB vs VSH
+63.2%
+494.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.6% | +1.5% | -0.2% |
| 7D | +39.3% | +26.2% | +13.1% | +20.5% |
| 30D | -0.2% | -12.5% | +12.3% | +8.3% |
| 3M | -21.1% | -16.9% | -4.2% | -12.5% |
| 6M | -45.5% | -17.0% | -28.5% | -45.2% |
| YTD | -8.2% | +93.8% | -102.0% | -47.7% |
| 1Y | +28.2% | +99.3% | -71.1% | -27.8% |
| 3Y | +1,366.1% | +35.0% | +1,331.1% | +901.9% |
| 5Y | +345.9% | +45.8% | +300.0% | +185.4% |
| All | +557.5% | +63.2% | +494.3% | +338.4% |
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