+62.5%
VUG vs RPRX
+86.5%
-24.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.1% |
| 7D | +2.5% | +3.3% | -0.8% | +1.7% |
| 30D | -6.3% | +17.9% | -24.2% | -10.0% |
| 3M | -6.0% | +19.2% | -25.3% | -10.1% |
| 6M | -3.5% | +31.7% | -35.3% | -10.5% |
| YTD | +3.9% | +82.5% | -78.5% | -12.2% |
| 1Y | +5.1% | +78.4% | -73.3% | -10.7% |
| 3Y | +77.9% | +177.0% | -99.1% | +27.9% |
| All | +62.5% | +86.5% | -24.0% | +46.8% |
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