+204.4%
RKLB vs VSH
+67.3%
+137.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -4.9% | -4.7% |
| 7D | 0.0% | +3.5% | -3.6% | -2.4% |
| 30D | -21.2% | -4.4% | -16.8% | -19.2% |
| 3M | -41.7% | -45.8% | +4.1% | -16.9% |
| 6M | -11.8% | +90.1% | -101.9% | -49.3% |
| YTD | -9.6% | +120.3% | -129.9% | -53.4% |
| 1Y | +34.1% | +112.2% | -78.1% | -29.1% |
| 3Y | +917.3% | +36.6% | +880.7% | +606.6% |
| 5Y | +204.4% | +67.0% | +137.4% | +62.2% |
| All | +204.4% | +67.3% | +137.1% | +62.2% |
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 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