+546.0%
RKLB vs VWO
+48.0%
+498.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.5% |
| 7D | -2.0% | -1.8% | -0.3% | +0.9% |
| 30D | -22.4% | -0.1% | -22.3% | -22.3% |
| 3M | -45.2% | +2.2% | -47.4% | -46.4% |
| 6M | -12.5% | +8.8% | -21.3% | -20.5% |
| YTD | -9.8% | +12.4% | -22.2% | -21.9% |
| 1Y | +30.0% | +15.6% | +14.4% | +8.9% |
| 3Y | +942.2% | +62.5% | +879.7% | +443.2% |
| 5Y | +236.8% | +34.3% | +202.5% | +124.0% |
| All | +546.0% | +48.0% | +498.1% | +335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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