+125.2%
VEA vs RPRX
+57.8%
+67.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.8% | +0.5% |
| 7D | +1.9% | -2.8% | +4.6% | +2.3% |
| 30D | +0.8% | +7.2% | -6.4% | -0.5% |
| 3M | +5.7% | +10.9% | -5.2% | +3.5% |
| 6M | +13.3% | +34.6% | -21.3% | +6.9% |
| YTD | +18.4% | +59.0% | -40.6% | +8.3% |
| 1Y | +27.0% | +72.5% | -45.6% | +14.1% |
| 3Y | +79.3% | +124.1% | -44.8% | +52.2% |
| 5Y | +62.1% | +75.9% | -13.8% | +44.4% |
| All | +125.2% | +57.8% | +67.3% | +100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling