+75.9%
RPRX vs VO
+43.2%
+32.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.0% |
| 7D | -2.8% | +0.6% | -3.4% | -3.1% |
| 30D | +7.2% | -1.1% | +8.2% | +7.7% |
| 3M | +10.9% | +4.5% | +6.3% | +8.4% |
| 6M | +34.6% | +11.1% | +23.5% | +27.4% |
| YTD | +59.0% | +13.5% | +45.4% | +48.7% |
| 1Y | +72.5% | +14.5% | +58.0% | +60.6% |
| 3Y | +124.1% | +58.1% | +66.0% | +73.0% |
| 5Y | +75.9% | +43.3% | +32.6% | +41.5% |
| All | +75.9% | +43.2% | +32.7% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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