+1,335.0%
RKLB vs VSH
+32.2%
+1,302.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.4% | +5.1% | +5.7% |
| 7D | +15.2% | -1.6% | +16.8% | +16.5% |
| 30D | -8.1% | -21.3% | +13.2% | +5.6% |
| 3M | -21.7% | -18.9% | -2.7% | -12.3% |
| 6M | -40.5% | -21.4% | -19.1% | -38.2% |
| YTD | -10.1% | +86.8% | -97.0% | -45.5% |
| 1Y | +20.8% | +85.8% | -64.9% | -26.0% |
| 3Y | +1,335.0% | +30.1% | +1,304.9% | +1,035.3% |
| All | +1,335.0% | +32.2% | +1,302.8% | +1,035.3% |
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 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