+172.2%
VTR vs RPRX
+52.7%
+119.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.3% | -8.4% | +8.1% | +1.5% |
| 30D | +1.1% | -0.6% | +1.7% | +1.1% |
| 3M | +7.9% | +6.4% | +1.5% | +6.3% |
| 6M | +6.2% | +26.6% | -20.4% | +0.8% |
| YTD | +17.7% | +53.8% | -36.0% | +7.3% |
| 1Y | +32.9% | +62.8% | -29.9% | +19.3% |
| 3Y | +129.7% | +118.0% | +11.6% | +91.5% |
| 5Y | +89.3% | +71.2% | +18.1% | +67.4% |
| All | +172.2% | +52.7% | +119.5% | +137.6% |
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