+5.9%
VCIT vs RPRX
+79.2%
-73.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | 0.0% |
| 7D | +0.7% | +3.4% | -2.7% | +0.6% |
| 30D | +1.8% | +20.8% | -19.0% | +1.1% |
| 3M | -1.6% | +21.6% | -23.2% | -2.2% |
| 6M | -2.1% | +36.5% | -38.6% | -3.2% |
| YTD | -1.6% | +80.4% | -82.0% | -3.6% |
| 1Y | -0.8% | +81.8% | -82.6% | -2.9% |
| 3Y | +19.9% | +170.9% | -150.9% | +15.7% |
| 5Y | +3.3% | +95.2% | -91.9% | +0.7% |
| All | +5.9% | +79.2% | -73.3% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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