+55.4%
VXUS vs RPRX
+74.2%
-18.8%
-29.0%
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% | +0.7% |
| 7D | +1.6% | -2.8% | +4.4% | +2.1% |
| 30D | +1.0% | +7.2% | -6.2% | -0.5% |
| 3M | +5.7% | +10.9% | -5.2% | +3.2% |
| 6M | +13.6% | +34.6% | -21.0% | +6.1% |
| YTD | +17.4% | +59.0% | -41.6% | +5.7% |
| 1Y | +25.1% | +72.5% | -47.5% | +10.2% |
| 3Y | +75.8% | +124.1% | -48.3% | +44.5% |
| 5Y | +55.4% | +75.9% | -20.5% | +37.7% |
| All | +55.4% | +74.2% | -18.8% | +37.7% |
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