+330.6%
RKLB vs VSH
+38.9%
+291.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.2% | -1.2% |
| 7D | +15.9% | +14.3% | +1.6% | +6.1% |
| 30D | +4.0% | -7.9% | +11.8% | +9.5% |
| 3M | -23.2% | -19.9% | -3.3% | -12.6% |
| 6M | -50.4% | -30.5% | -19.9% | -43.6% |
| YTD | -11.8% | +85.7% | -97.5% | -50.3% |
| 1Y | +36.0% | +98.9% | -63.0% | -26.5% |
| 3Y | +1,321.0% | +32.1% | +1,288.9% | +859.3% |
| All | +330.6% | +38.9% | +291.6% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling