-78.1%
VFC vs RPRX
+74.2%
-152.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.4% | +1.1% |
| 7D | +0.8% | -2.8% | +3.6% | +2.4% |
| 30D | -11.9% | +7.2% | -19.1% | -15.6% |
| 3M | -20.2% | +10.9% | -31.0% | -25.2% |
| 6M | -23.0% | +34.6% | -57.5% | -36.0% |
| YTD | -26.2% | +59.0% | -85.2% | -44.8% |
| 1Y | -13.3% | +72.5% | -85.9% | -38.4% |
| 3Y | -25.5% | +124.1% | -149.6% | -55.2% |
| 5Y | -78.1% | +75.9% | -154.0% | -84.9% |
| All | -78.1% | +74.2% | -152.3% | -84.9% |
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