+133.2%
VT vs RPRX
+79.7%
+53.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | +2.9% | +2.1% | +0.8% | +2.5% |
| 30D | -2.5% | +21.9% | -24.4% | -6.1% |
| 3M | -3.3% | +16.9% | -20.3% | -6.2% |
| 6M | +1.5% | +34.5% | -33.0% | -4.4% |
| YTD | +11.4% | +80.9% | -69.6% | -1.1% |
| 1Y | +11.9% | +77.6% | -65.7% | -0.3% |
| 3Y | +73.9% | +173.5% | -99.7% | +40.4% |
| 5Y | +57.9% | +84.9% | -27.0% | +38.5% |
| All | +133.2% | +79.7% | +53.5% | +102.2% |
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