+75.9%
RPRX vs VIG
+63.6%
+12.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -4.8% |
| 7D | -2.8% | -0.4% | -2.4% | -2.5% |
| 30D | +7.2% | -2.1% | +9.2% | +8.6% |
| 3M | +10.9% | +3.3% | +7.5% | +8.7% |
| 6M | +34.6% | +9.3% | +25.3% | +27.4% |
| YTD | +59.0% | +10.1% | +48.8% | +49.7% |
| 1Y | +72.5% | +14.7% | +57.8% | +58.3% |
| 3Y | +124.1% | +56.9% | +67.2% | +65.0% |
| 5Y | +75.9% | +62.9% | +13.0% | +22.8% |
| All | +75.9% | +63.6% | +12.3% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling