+329.8%
RKLB vs VSH
+46.3%
+283.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.4% | +5.1% | +5.6% |
| 7D | +15.2% | -1.6% | +16.8% | +16.6% |
| 30D | -8.1% | -21.3% | +13.2% | +7.2% |
| 3M | -21.7% | -18.9% | -2.7% | -11.5% |
| 6M | -40.5% | -21.4% | -19.1% | -38.3% |
| YTD | -10.1% | +86.8% | -97.0% | -49.5% |
| 1Y | +20.8% | +85.8% | -64.9% | -31.4% |
| 3Y | +1,335.0% | +30.1% | +1,304.9% | +884.4% |
| 5Y | +329.8% | +42.8% | +287.0% | +155.5% |
| All | +329.8% | +46.3% | +283.5% | +155.5% |
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 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