+52.7%
VMC vs RPRX
+77.0%
-24.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.3% | +3.6% | -0.3% |
| 7D | -0.5% | -2.8% | +2.2% | +0.2% |
| 30D | -9.1% | +7.2% | -16.3% | -10.8% |
| 3M | -4.1% | +10.9% | -15.0% | -7.0% |
| 6M | -5.5% | +34.6% | -40.1% | -13.0% |
| YTD | -8.9% | +59.0% | -67.9% | -19.8% |
| 1Y | -12.9% | +72.5% | -85.5% | -25.4% |
| 3Y | +22.1% | +124.1% | -102.0% | -4.1% |
| All | +52.7% | +77.0% | -24.3% | +33.2% |
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 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