+122.9%
VEA vs RPRX
+52.7%
+70.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -1.5% | -8.4% | +6.9% | +0.1% |
| 30D | -0.8% | -0.6% | -0.2% | -0.8% |
| 3M | +2.5% | +6.4% | -4.0% | +1.1% |
| 6M | +11.1% | +26.6% | -15.5% | +6.0% |
| YTD | +17.2% | +53.8% | -36.6% | +7.8% |
| 1Y | +24.5% | +62.8% | -38.3% | +13.1% |
| 3Y | +75.4% | +118.0% | -42.6% | +49.7% |
| 5Y | +61.1% | +71.2% | -10.1% | +44.3% |
| All | +122.9% | +52.7% | +70.2% | +99.6% |
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