+34.2%
RKLB vs VSH
+109.0%
-74.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.2% |
| 7D | -2.9% | +3.1% | -6.0% | -4.7% |
| 30D | -22.6% | -5.7% | -16.8% | -20.0% |
| 3M | -41.0% | -42.5% | +1.4% | -21.5% |
| 6M | -10.1% | +82.7% | -92.8% | -53.3% |
| YTD | -11.2% | +118.2% | -129.4% | -61.1% |
| 1Y | +34.2% | +109.7% | -75.5% | -36.5% |
| All | +34.2% | +109.0% | -74.8% | -36.5% |
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