+164.7%
VOO vs RPRX
+81.2%
+83.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +2.6% | +3.3% | -0.8% | +1.9% |
| 30D | -2.0% | +17.9% | -19.9% | -5.0% |
| 3M | -2.8% | +19.2% | -22.0% | -6.1% |
| 6M | +2.2% | +31.7% | -29.5% | -3.4% |
| YTD | +11.5% | +82.5% | -70.9% | -1.3% |
| 1Y | +13.5% | +78.4% | -65.0% | +0.9% |
| 3Y | +78.1% | +177.0% | -98.9% | +42.9% |
| 5Y | +73.1% | +86.5% | -13.3% | +51.8% |
| All | +164.7% | +81.2% | +83.5% | +129.2% |
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