+3.8%
VCIT vs RPRX
+83.4%
-79.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.3% | +5.1% | -5.5% | -0.6% |
| 30D | -0.8% | +11.2% | -12.0% | -1.3% |
| 3M | -1.0% | +16.7% | -17.7% | -1.8% |
| 6M | -1.8% | +36.0% | -37.8% | -3.4% |
| YTD | -0.7% | +67.8% | -68.5% | -3.2% |
| 1Y | +1.0% | +76.7% | -75.7% | -1.9% |
| 3Y | +18.8% | +128.1% | -109.3% | +13.8% |
| All | +3.8% | +83.4% | -79.6% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling