+99.3%
V vs RPRX
+57.8%
+41.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.9% | -4.0% | +1.1% | -2.0% |
| 30D | +1.9% | +4.9% | -3.1% | +0.7% |
| 3M | +13.2% | +9.4% | +3.9% | +10.7% |
| 6M | +16.7% | +33.3% | -16.6% | +8.8% |
| YTD | +5.4% | +59.0% | -53.6% | -5.9% |
| 1Y | +7.7% | +69.2% | -61.6% | -5.5% |
| 3Y | +52.0% | +124.1% | -72.1% | +23.7% |
| 5Y | +67.7% | +77.9% | -10.1% | +45.7% |
| All | +99.3% | +57.8% | +41.4% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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