+962.4%
RKLB vs VSH
+32.2%
+930.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +3.1% |
| 7D | +5.3% | +6.2% | -0.9% | +1.5% |
| 30D | -20.5% | -11.1% | -9.3% | -15.0% |
| 3M | -42.0% | -44.9% | +2.9% | -20.7% |
| 6M | -6.0% | +90.0% | -96.0% | -43.3% |
| YTD | -5.6% | +118.8% | -124.4% | -48.2% |
| 1Y | +38.0% | +109.0% | -71.0% | -22.0% |
| 3Y | +962.4% | +35.6% | +926.8% | +740.2% |
| All | +962.4% | +32.2% | +930.2% | +740.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling