+14.9%
VUG vs RPRX
+77.4%
-62.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.1% | +5.1% | -5.2% | -0.3% |
| 30D | -0.3% | +11.2% | -11.5% | -0.6% |
| 3M | -0.7% | +16.7% | -17.4% | -1.3% |
| 6M | +14.6% | +36.0% | -21.4% | +11.3% |
| YTD | +9.0% | +67.8% | -58.8% | +5.4% |
| 1Y | +14.9% | +76.7% | -61.8% | +11.6% |
| All | +14.9% | +77.4% | -62.6% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling