+84.0%
VWO vs RPRX
+52.7%
+31.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -1.8% | -8.4% | +6.6% | -0.5% |
| 30D | -0.1% | -0.6% | +0.5% | 0.0% |
| 3M | +2.2% | +6.4% | -4.2% | +1.1% |
| 6M | +8.8% | +26.6% | -17.8% | +4.4% |
| YTD | +12.4% | +53.8% | -41.4% | +4.6% |
| 1Y | +15.6% | +62.8% | -47.2% | +6.4% |
| 3Y | +62.5% | +118.0% | -55.5% | +41.5% |
| 5Y | +34.3% | +71.2% | -36.9% | +21.7% |
| All | +84.0% | +52.7% | +31.3% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling