+161.5%
RPRX vs VT
+69.7%
+91.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +0.2% | -2.3% | +2.5% | +0.8% |
| 30D | +18.6% | -5.0% | +23.5% | +20.2% |
| 3M | +18.0% | -4.9% | +22.9% | +19.6% |
| 6M | +33.8% | -1.5% | +35.4% | +33.8% |
| YTD | +76.6% | +8.5% | +68.1% | +70.0% |
| 1Y | +68.2% | +11.4% | +56.9% | +60.4% |
| 3Y | +161.5% | +70.1% | +91.5% | +103.9% |
| All | +161.5% | +69.7% | +91.8% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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