+82.6%
VOO vs RPRX
+72.5%
+10.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.1% |
| 7D | -2.0% | -8.0% | +6.1% | -0.1% |
| 30D | -1.7% | +2.1% | -3.7% | -2.2% |
| 3M | +4.7% | +8.2% | -3.5% | +2.5% |
| 6M | +12.6% | +28.9% | -16.3% | +5.4% |
| YTD | +11.8% | +54.1% | -42.4% | +0.1% |
| 1Y | +17.5% | +65.5% | -48.0% | +3.1% |
| 3Y | +77.0% | +117.3% | -40.3% | +42.9% |
| 5Y | +82.6% | +71.6% | +11.0% | +63.9% |
| All | +82.6% | +72.5% | +10.1% | +63.9% |
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