+944.2%
RKLB vs VUG
+85.5%
+858.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -21.2% | -1.7% | -19.5% | -18.7% |
| 3M | -41.7% | +2.8% | -44.5% | -43.6% |
| 6M | -11.8% | +13.6% | -25.4% | -26.6% |
| YTD | -9.6% | +8.1% | -17.7% | -18.1% |
| 1Y | +34.1% | +13.1% | +21.0% | +15.4% |
| All | +944.2% | +85.5% | +858.7% | +418.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling