+174.5%
VUG vs RPRX
+66.6%
+107.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.1% | +5.1% | -5.2% | -1.2% |
| 30D | -0.3% | +11.2% | -11.5% | -2.6% |
| 3M | -0.7% | +16.7% | -17.4% | -4.3% |
| 6M | +14.6% | +36.0% | -21.4% | +6.6% |
| YTD | +9.0% | +67.8% | -58.8% | -3.5% |
| 1Y | +14.9% | +76.7% | -61.8% | +0.1% |
| 3Y | +86.0% | +128.1% | -42.1% | +51.0% |
| 5Y | +76.7% | +82.9% | -6.2% | +53.7% |
| All | +174.5% | +66.6% | +107.9% | +138.8% |
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 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