+1,247.8%
VRT vs RPRX
+80.9%
+1,166.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.4% |
| 7D | -17.7% | +4.6% | -22.3% | -18.6% |
| 30D | -20.0% | +22.0% | -42.0% | -24.2% |
| 3M | -28.1% | +20.3% | -48.4% | -31.8% |
| 6M | -42.8% | +37.9% | -80.7% | -48.3% |
| YTD | +20.0% | +82.2% | -62.2% | 0.0% |
| 1Y | +3.5% | +83.7% | -80.2% | -13.9% |
| 3Y | +366.1% | +175.4% | +190.7% | +234.5% |
| 5Y | +632.2% | +87.7% | +544.4% | +516.2% |
| All | +1,247.8% | +80.9% | +1,166.9% | +1,027.2% |
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