+546.0%
RKLB vs VUG
+128.4%
+417.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.1% |
| 7D | -2.0% | -0.5% | -1.6% | -1.2% |
| 30D | -22.4% | -1.0% | -21.5% | -21.2% |
| 3M | -45.2% | +3.5% | -48.7% | -47.3% |
| 6M | -12.5% | +14.2% | -26.7% | -25.9% |
| YTD | -9.8% | +8.5% | -18.3% | -17.2% |
| 1Y | +30.0% | +12.9% | +17.1% | +14.5% |
| 3Y | +942.2% | +85.6% | +856.6% | +372.3% |
| 5Y | +236.8% | +78.1% | +158.7% | +64.9% |
| All | +546.0% | +128.4% | +417.6% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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