+535.9%
RKLB vs VYM
+112.9%
+423.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -0.7% |
| 7D | -2.9% | -1.9% | -1.0% | +0.7% |
| 30D | -22.6% | -2.6% | -20.0% | -18.5% |
| 3M | -41.0% | +3.6% | -44.6% | -45.0% |
| 6M | -10.1% | +8.7% | -18.8% | -22.1% |
| YTD | -11.2% | +14.1% | -25.3% | -29.4% |
| 1Y | +34.2% | +17.8% | +16.4% | +1.9% |
| 3Y | +899.4% | +64.5% | +834.8% | +363.1% |
| 5Y | +231.5% | +77.5% | +154.0% | +50.7% |
| All | +535.9% | +112.9% | +423.0% | +139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling