+614.9%
VLO vs RPRX
+79.7%
+535.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.3% |
| 7D | +6.8% | +2.1% | +4.7% | +6.4% |
| 30D | -17.9% | +21.9% | -39.8% | -20.3% |
| 3M | +13.5% | +16.9% | -3.4% | +10.6% |
| 6M | +53.0% | +34.5% | +18.5% | +45.5% |
| YTD | +133.7% | +80.9% | +52.8% | +110.3% |
| 1Y | +115.7% | +77.6% | +38.1% | +94.7% |
| 3Y | +231.9% | +173.5% | +58.4% | +173.9% |
| 5Y | +471.6% | +84.9% | +386.7% | +410.3% |
| All | +614.9% | +79.7% | +535.2% | +520.2% |
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