+76.3%
VUG vs RPRX
+74.2%
+2.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.9% | +0.9% |
| 7D | +0.9% | -2.8% | +3.6% | +1.5% |
| 30D | -1.4% | +7.2% | -8.6% | -3.2% |
| 3M | +2.3% | +10.9% | -8.6% | -0.6% |
| 6M | +15.7% | +34.6% | -18.9% | +6.6% |
| YTD | +8.6% | +59.0% | -50.3% | -4.4% |
| 1Y | +14.1% | +72.5% | -58.5% | -2.2% |
| 3Y | +87.9% | +124.1% | -36.2% | +47.3% |
| 5Y | +76.3% | +75.9% | +0.4% | +57.7% |
| All | +76.3% | +74.2% | +2.1% | +57.7% |
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