+171.8%
VTR vs RPRX
+57.8%
+113.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.8% | +0.7% |
| 7D | -2.4% | -2.8% | +0.4% | -1.8% |
| 30D | -3.7% | +7.2% | -10.9% | -5.2% |
| 3M | +13.5% | +10.9% | +2.6% | +10.9% |
| 6M | +7.2% | +34.6% | -27.4% | +0.5% |
| YTD | +17.6% | +59.0% | -41.4% | +6.4% |
| 1Y | +35.4% | +72.5% | -37.1% | +20.0% |
| 3Y | +132.8% | +124.1% | +8.8% | +93.1% |
| 5Y | +88.7% | +75.9% | +12.7% | +65.8% |
| All | +171.8% | +57.8% | +113.9% | +135.6% |
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 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