+21.8%
VZ vs RPRX
+86.5%
-64.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | +1.5% | +3.3% | -1.9% | +0.9% |
| 30D | +4.4% | +17.9% | -13.5% | +1.3% |
| 3M | -2.4% | +19.2% | -21.6% | -5.5% |
| 6M | +1.4% | +31.7% | -30.3% | -3.8% |
| YTD | +21.4% | +82.5% | -61.1% | +8.1% |
| 1Y | +20.3% | +78.4% | -58.2% | +7.5% |
| 3Y | +57.4% | +177.0% | -119.6% | +27.0% |
| All | +21.8% | +86.5% | -64.7% | +7.7% |
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