+557.5%
RKLB vs VUG
+120.8%
+436.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.7% |
| 7D | +39.3% | +4.4% | +34.9% | +30.5% |
| 30D | -0.2% | -7.3% | +7.1% | +14.8% |
| 3M | -21.1% | -4.2% | -16.8% | -13.5% |
| 6M | -45.5% | -1.6% | -43.9% | -41.6% |
| YTD | -8.2% | +4.9% | -13.0% | -9.1% |
| 1Y | +28.2% | +3.8% | +24.4% | +30.4% |
| 3Y | +1,366.1% | +79.4% | +1,286.7% | +614.5% |
| 5Y | +345.9% | +63.9% | +281.9% | +146.6% |
| All | +557.5% | +120.8% | +436.7% | +180.8% |
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 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