+578.9%
RKLB vs VST
+697.0%
-118.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +4.7% |
| 7D | +26.3% | +10.9% | +15.4% | +21.3% |
| 30D | +0.7% | -15.6% | +16.3% | +8.5% |
| 3M | -17.3% | -7.8% | -9.6% | -14.6% |
| 6M | -43.6% | -12.0% | -31.7% | -40.9% |
| YTD | -5.2% | -16.9% | +11.7% | 0.0% |
| 1Y | +29.1% | -25.1% | +54.2% | +42.7% |
| 3Y | +1,413.7% | +297.1% | +1,116.7% | +829.2% |
| 5Y | +364.9% | +641.9% | -277.1% | +148.0% |
| All | +578.9% | +697.0% | -118.2% | +266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 10y: compounded portfolio wealth divided by compounded VST 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…
10y analysis · Full analysis span regression · 6 months rolling