+133.9%
VSH vs RPRX
+52.7%
+81.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.2% |
| 7D | +4.8% | -8.4% | +13.1% | +6.9% |
| 30D | -0.7% | -0.6% | -0.1% | -0.6% |
| 3M | -43.1% | +6.4% | -49.5% | -44.3% |
| 6M | +91.8% | +26.6% | +65.2% | +79.1% |
| YTD | +131.6% | +53.8% | +77.9% | +105.7% |
| 1Y | +118.1% | +62.8% | +55.3% | +90.1% |
| 3Y | +40.9% | +118.0% | -77.1% | +13.1% |
| 5Y | +75.8% | +71.2% | +4.6% | +50.9% |
| All | +133.9% | +52.7% | +81.2% | +102.3% |
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