+172.6%
RPRX vs VLTO
+54.8%
+117.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +0.2% | +5.4% | -5.2% | -0.7% |
| 30D | +18.6% | +22.3% | -3.7% | +14.6% |
| 3M | +18.0% | +19.6% | -1.6% | +14.4% |
| 6M | +33.8% | +35.2% | -1.3% | +27.1% |
| YTD | +76.6% | +17.9% | +58.7% | +71.0% |
| 1Y | +68.2% | +19.5% | +48.7% | +62.4% |
| 3Y | +161.5% | +73.9% | +87.6% | +136.5% |
| All | +172.6% | +54.8% | +117.8% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling