+126.7%
VT vs RPRX
+76.0%
+50.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -4.2% | +2.5% | -6.7% | -4.6% |
| 30D | -5.8% | +19.7% | -25.5% | -9.0% |
| 3M | -5.2% | +17.5% | -22.7% | -8.2% |
| 6M | +0.1% | +35.1% | -35.0% | -5.8% |
| YTD | +8.2% | +77.3% | -69.0% | -3.6% |
| 1Y | +10.1% | +70.4% | -60.3% | -1.2% |
| 3Y | +69.7% | +161.0% | -91.3% | +38.3% |
| 5Y | +53.4% | +92.2% | -38.8% | +34.0% |
| All | +126.7% | +76.0% | +50.6% | +97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling