+81.4%
VZ vs RPRX
+137.9%
-56.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | +5.1% | -5.0% | -0.6% |
| 30D | +7.9% | +11.2% | -3.3% | +6.3% |
| 3M | +13.6% | +16.7% | -3.1% | +11.2% |
| 6M | +1.1% | +36.0% | -34.9% | -3.2% |
| YTD | +29.3% | +67.8% | -38.5% | +20.1% |
| 1Y | +21.2% | +76.7% | -55.5% | +11.7% |
| All | +81.4% | +137.9% | -56.5% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling