+531.5%
RKLB vs VUG
+118.8%
+412.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.0% | -2.5% |
| 7D | +15.9% | +2.5% | +13.4% | +11.7% |
| 30D | +4.0% | -6.3% | +10.2% | +17.3% |
| 3M | -23.2% | -6.0% | -17.1% | -13.1% |
| 6M | -50.4% | -3.5% | -46.9% | -45.2% |
| YTD | -11.8% | +3.9% | -15.7% | -11.3% |
| 1Y | +36.0% | +5.1% | +30.9% | +35.7% |
| 3Y | +1,321.0% | +77.9% | +1,243.1% | +602.8% |
| 5Y | +328.2% | +62.4% | +265.8% | +140.5% |
| All | +531.5% | +118.8% | +412.7% | +173.9% |
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