+1,723.9%
VRT vs RPRX
+57.8%
+1,666.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | 0.0% | -9.6% | -9.6% |
| 7D | +2.4% | -4.0% | +6.4% | +3.4% |
| 30D | -2.7% | +4.9% | -7.6% | -4.2% |
| 3M | -9.2% | +9.4% | -18.5% | -12.0% |
| 6M | -0.5% | +33.3% | -33.8% | -9.3% |
| YTD | +62.3% | +59.0% | +3.4% | +40.4% |
| 1Y | +109.6% | +69.2% | +40.4% | +77.7% |
| 3Y | +573.1% | +124.1% | +449.0% | +414.6% |
| 5Y | +953.6% | +77.9% | +875.8% | +809.0% |
| All | +1,723.9% | +57.8% | +1,666.1% | +1,483.1% |
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