+59.4%
VEA vs RPRX
+72.5%
-13.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.6% |
| 7D | -2.1% | -8.0% | +6.0% | -0.3% |
| 30D | -1.1% | +2.1% | -3.1% | -1.6% |
| 3M | +5.1% | +8.2% | -3.1% | +3.0% |
| 6M | +9.8% | +28.9% | -19.1% | +3.1% |
| YTD | +15.9% | +54.1% | -38.2% | +4.4% |
| 1Y | +24.6% | +65.5% | -41.0% | +10.0% |
| 3Y | +75.5% | +117.3% | -41.7% | +43.7% |
| 5Y | +59.4% | +71.6% | -12.2% | +41.4% |
| All | +59.4% | +72.5% | -13.1% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling