+75.0%
VTI vs RPRX
+70.9%
+4.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.9% | -8.4% | +7.5% | +1.2% |
| 30D | -1.4% | -0.6% | -0.8% | -1.4% |
| 3M | +3.6% | +6.4% | -2.8% | +1.7% |
| 6M | +13.6% | +26.6% | -13.0% | +6.5% |
| YTD | +12.9% | +53.8% | -40.9% | +0.5% |
| 1Y | +17.2% | +62.8% | -45.6% | +2.4% |
| 3Y | +75.7% | +118.0% | -42.4% | +39.6% |
| All | +75.0% | +70.9% | +4.2% | +55.4% |
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