+118.6%
RPRX vs VYM
+64.0%
+54.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | -8.0% | -1.9% | -6.2% | -7.1% |
| 30D | +2.1% | -2.6% | +4.7% | +3.5% |
| 3M | +8.2% | +3.6% | +4.6% | +6.2% |
| 6M | +28.9% | +8.7% | +20.2% | +23.3% |
| YTD | +54.1% | +14.1% | +40.0% | +43.7% |
| 1Y | +65.5% | +17.8% | +47.7% | +51.8% |
| All | +118.6% | +64.0% | +54.6% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling