+56.1%
RPRX vs ITOT
+157.5%
-101.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.0% |
| 7D | -2.8% | +0.7% | -3.4% | -3.1% |
| 30D | +7.2% | -1.1% | +8.3% | +7.8% |
| 3M | +10.9% | +3.9% | +7.0% | +8.6% |
| 6M | +34.6% | +14.7% | +19.8% | +25.0% |
| YTD | +59.0% | +13.3% | +45.6% | +48.5% |
| 1Y | +72.5% | +19.1% | +53.4% | +56.8% |
| 3Y | +124.1% | +77.3% | +46.7% | +58.3% |
| 5Y | +75.9% | +74.1% | +1.9% | +25.4% |
| All | +56.1% | +157.5% | -101.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ITOT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling