+56.1%
RPRX vs VYM
+138.5%
-82.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.8% | -5.0% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | +7.2% | -1.3% | +8.4% | +8.0% |
| 3M | +10.9% | +4.1% | +6.8% | +8.3% |
| 6M | +34.6% | +9.8% | +24.8% | +27.1% |
| YTD | +59.0% | +15.3% | +43.6% | +45.7% |
| 1Y | +72.5% | +20.0% | +52.5% | +54.3% |
| 3Y | +124.1% | +66.2% | +57.8% | +60.8% |
| 5Y | +75.9% | +77.5% | -1.6% | +21.4% |
| All | +56.1% | +138.5% | -82.4% | -4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling