+1,024.4%
VRT vs RPRX
+74.2%
+950.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.3% | +8.9% | +5.6% |
| 7D | +13.6% | -2.8% | +16.4% | +14.6% |
| 30D | +6.8% | +7.2% | -0.4% | +3.7% |
| 3M | -3.2% | +10.9% | -14.1% | -7.8% |
| 6M | +20.3% | +34.6% | -14.2% | +5.6% |
| YTD | +79.6% | +59.0% | +20.6% | +47.0% |
| 1Y | +139.0% | +72.5% | +66.5% | +88.5% |
| 3Y | +644.6% | +124.1% | +520.5% | +406.2% |
| 5Y | +1,024.4% | +75.9% | +948.4% | +857.6% |
| All | +1,024.4% | +74.2% | +950.1% | +857.6% |
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