+64.8%
RPRX vs VT
+139.3%
-74.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | +0.4% | +4.7% | +4.9% |
| 30D | +11.2% | +1.0% | +10.2% | +10.6% |
| 3M | +16.7% | +2.4% | +14.3% | +14.9% |
| 6M | +36.0% | +12.0% | +24.0% | +27.1% |
| YTD | +67.8% | +15.3% | +52.5% | +54.0% |
| 1Y | +76.7% | +22.6% | +54.1% | +56.3% |
| 3Y | +128.1% | +74.7% | +53.4% | +59.2% |
| 5Y | +82.9% | +66.1% | +16.7% | +33.0% |
| All | +64.8% | +139.3% | -74.5% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling