+158.9%
VTI vs RPRX
+57.8%
+101.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.4% | -4.0% | +3.6% | +0.5% |
| 30D | -1.6% | +4.9% | -6.5% | -2.6% |
| 3M | +3.6% | +9.4% | -5.8% | +1.4% |
| 6M | +13.0% | +33.3% | -20.3% | +6.0% |
| YTD | +12.7% | +59.0% | -46.3% | +1.7% |
| 1Y | +18.4% | +69.2% | -50.8% | +5.1% |
| 3Y | +76.4% | +124.1% | -47.7% | +45.8% |
| 5Y | +73.7% | +77.9% | -4.2% | +52.8% |
| All | +158.9% | +57.8% | +101.0% | +128.2% |
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