+559.5%
RKLB vs VUG
+129.5%
+429.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -14.1% | -0.3% | -13.8% | -13.6% |
| 3M | -46.4% | -0.7% | -45.7% | -44.8% |
| 6M | -10.6% | +14.6% | -25.3% | -24.8% |
| YTD | -7.9% | +9.0% | -16.9% | -16.1% |
| 1Y | +49.5% | +14.9% | +34.6% | +28.3% |
| 3Y | +913.6% | +86.0% | +827.5% | +357.1% |
| 5Y | +375.3% | +76.7% | +298.6% | +134.0% |
| All | +559.5% | +129.5% | +429.9% | +159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling