+55.9%
VZ vs RPRX
+159.9%
-104.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.1% | +0.2% | +2.0% | +2.1% |
| 30D | +1.4% | +18.6% | -17.2% | -0.5% |
| 3M | -1.3% | +18.0% | -19.3% | -3.1% |
| 6M | -0.5% | +33.8% | -34.3% | -3.8% |
| YTD | +19.6% | +76.6% | -56.9% | +12.0% |
| 1Y | +22.4% | +68.2% | -45.9% | +15.1% |
| 3Y | +55.9% | +161.5% | -105.7% | +42.3% |
| All | +55.9% | +159.9% | -104.0% | +42.3% |
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