+90.3%
VTR vs RPRX
+72.5%
+17.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +2.0% |
| 7D | -1.8% | -8.0% | +6.2% | +0.3% |
| 30D | +4.0% | +2.1% | +1.9% | +3.3% |
| 3M | +7.8% | +8.2% | -0.3% | +5.4% |
| 6M | +6.4% | +28.9% | -22.5% | -0.8% |
| YTD | +18.3% | +54.1% | -35.8% | +5.2% |
| 1Y | +33.9% | +65.5% | -31.6% | +16.4% |
| 3Y | +134.3% | +117.3% | +17.0% | +85.5% |
| 5Y | +90.3% | +71.6% | +18.7% | +67.1% |
| All | +90.3% | +72.5% | +17.8% | +67.1% |
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