+64.8%
RPRX vs VEU
+114.2%
-49.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +5.1% | +1.1% | +4.0% | +4.5% |
| 30D | +11.2% | +2.2% | +9.0% | +10.0% |
| 3M | +16.7% | +3.0% | +13.7% | +14.6% |
| 6M | +36.0% | +10.9% | +25.1% | +28.3% |
| YTD | +67.8% | +18.2% | +49.6% | +52.5% |
| 1Y | +76.7% | +28.3% | +48.4% | +53.4% |
| 3Y | +128.1% | +74.6% | +53.5% | +64.6% |
| 5Y | +82.9% | +56.4% | +26.5% | +41.9% |
| All | +64.8% | +114.2% | -49.5% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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