+645.9%
VST vs RPRX
+91.4%
+554.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +19.2% | +2.1% | +17.1% | +18.9% |
| 30D | -17.2% | +21.9% | -39.1% | -19.4% |
| 3M | -8.1% | +16.9% | -25.1% | -10.1% |
| 6M | -8.1% | +34.5% | -42.7% | -12.4% |
| YTD | -16.3% | +80.9% | -97.2% | -24.6% |
| 1Y | -24.1% | +77.6% | -101.7% | -31.5% |
| 3Y | +300.2% | +173.5% | +126.7% | +219.5% |
| 5Y | +645.9% | +84.9% | +561.0% | +592.1% |
| All | +645.9% | +91.4% | +554.5% | +592.1% |
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 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