+56.1%
RPRX vs VIG
+124.2%
-68.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -4.0% | -1.2% | -2.8% | -3.2% |
| 30D | +4.9% | -2.8% | +7.8% | +6.9% |
| 3M | +9.4% | +2.5% | +6.9% | +7.7% |
| 6M | +33.3% | +8.1% | +25.2% | +26.8% |
| YTD | +59.0% | +9.6% | +49.4% | +49.9% |
| 1Y | +69.2% | +14.2% | +55.1% | +55.4% |
| 3Y | +124.1% | +56.1% | +68.0% | +64.5% |
| 5Y | +77.9% | +62.8% | +15.0% | +25.6% |
| All | +56.1% | +124.2% | -68.2% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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