+546.0%
RKLB vs VYM
+114.3%
+431.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.3% |
| 7D | -2.0% | -0.8% | -1.2% | -0.5% |
| 30D | -22.4% | -2.2% | -20.2% | -18.9% |
| 3M | -45.2% | +3.1% | -48.2% | -48.5% |
| 6M | -12.5% | +9.7% | -22.2% | -25.5% |
| YTD | -9.8% | +14.9% | -24.7% | -29.2% |
| 1Y | +30.0% | +17.6% | +12.4% | -1.1% |
| 3Y | +942.2% | +65.3% | +876.9% | +378.2% |
| 5Y | +236.8% | +78.7% | +158.1% | +51.2% |
| All | +546.0% | +114.3% | +431.7% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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