+606.8%
VLO vs RPRX
+66.6%
+540.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.2% | +5.1% | +0.1% | +4.4% |
| 30D | +22.6% | +11.2% | +11.4% | +20.4% |
| 3M | +43.8% | +16.7% | +27.1% | +40.0% |
| 6M | +65.7% | +36.0% | +29.8% | +56.9% |
| YTD | +131.1% | +67.8% | +63.3% | +110.5% |
| 1Y | +143.6% | +76.7% | +66.9% | +119.5% |
| 3Y | +201.4% | +128.1% | +73.3% | +157.1% |
| 5Y | +568.9% | +82.9% | +486.0% | +498.0% |
| All | +606.8% | +66.6% | +540.2% | +520.8% |
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