+167.5%
VOO vs RPRX
+52.7%
+114.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.8% | -8.4% | +7.6% | +0.9% |
| 30D | -1.1% | -0.6% | -0.4% | -1.0% |
| 3M | +3.9% | +6.4% | -2.5% | +2.4% |
| 6M | +13.6% | +26.6% | -13.0% | +8.1% |
| YTD | +12.7% | +53.8% | -41.1% | +3.1% |
| 1Y | +17.6% | +62.8% | -45.2% | +6.1% |
| 3Y | +77.3% | +118.0% | -40.7% | +49.3% |
| 5Y | +84.1% | +71.2% | +12.9% | +64.7% |
| All | +167.5% | +52.7% | +114.8% | +139.3% |
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