+192.7%
VLO vs RPRX
+126.7%
+66.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.3% | +8.5% | +3.7% |
| 7D | +5.8% | -2.8% | +8.5% | +5.9% |
| 30D | +28.3% | +7.2% | +21.2% | +27.5% |
| 3M | +48.7% | +10.9% | +37.9% | +47.2% |
| 6M | +71.9% | +34.6% | +37.3% | +66.9% |
| YTD | +138.7% | +59.0% | +79.7% | +126.9% |
| 1Y | +148.5% | +72.5% | +75.9% | +133.9% |
| 3Y | +192.7% | +124.1% | +68.6% | +160.7% |
| All | +192.7% | +126.7% | +66.0% | +160.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling