+51.0%
RPRX vs VYM
+137.6%
-86.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -8.4% | -0.8% | -7.6% | -7.9% |
| 30D | -0.6% | -2.2% | +1.6% | +0.8% |
| 3M | +6.4% | +3.1% | +3.4% | +4.5% |
| 6M | +26.6% | +9.7% | +16.9% | +19.7% |
| YTD | +53.8% | +14.9% | +38.9% | +41.3% |
| 1Y | +62.8% | +17.6% | +45.2% | +47.4% |
| 3Y | +118.0% | +65.3% | +52.7% | +57.0% |
| 5Y | +71.2% | +78.7% | -7.5% | +17.8% |
| All | +51.0% | +137.6% | -86.6% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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