+128.5%
VOO vs RKLB
+545.6%
-417.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.7% |
| 7D | -0.8% | -2.0% | +1.3% | -0.6% |
| 30D | -1.1% | -22.4% | +21.4% | +1.2% |
| 3M | +3.9% | -45.2% | +49.0% | +8.9% |
| 6M | +13.6% | -12.5% | +26.2% | +12.4% |
| YTD | +12.7% | -9.8% | +22.5% | +10.5% |
| 1Y | +17.6% | +30.0% | -12.4% | +10.0% |
| 3Y | +77.3% | +942.2% | -864.9% | +27.7% |
| 5Y | +84.1% | +236.8% | -152.7% | +33.6% |
| All | +128.5% | +545.6% | -417.2% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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