+135.1%
VGT vs RPRX
+72.5%
+62.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.3% |
| 7D | -1.0% | -8.0% | +7.0% | +0.9% |
| 30D | -0.4% | +2.1% | -2.5% | -1.0% |
| 3M | +6.6% | +8.2% | -1.6% | +4.2% |
| 6M | +31.0% | +28.9% | +2.2% | +22.1% |
| YTD | +27.2% | +54.1% | -26.9% | +13.0% |
| 1Y | +34.5% | +65.5% | -31.1% | +16.7% |
| 3Y | +123.1% | +117.3% | +5.9% | +76.8% |
| 5Y | +135.1% | +71.6% | +63.5% | +112.1% |
| All | +135.1% | +72.5% | +62.6% | +112.1% |
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