+3.8%
VCIT vs RPRX
+91.4%
-87.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | -1.4% | +2.1% | -3.5% | -1.5% |
| 30D | +0.8% | +21.9% | -21.1% | -0.3% |
| 3M | -1.7% | +16.9% | -18.7% | -2.6% |
| 6M | -2.1% | +34.5% | -36.6% | -3.7% |
| YTD | -2.0% | +80.9% | -83.0% | -5.3% |
| 1Y | -1.5% | +77.6% | -79.1% | -4.7% |
| 3Y | +19.0% | +173.5% | -154.6% | +11.8% |
| 5Y | +3.8% | +84.9% | -81.2% | 0.0% |
| All | +3.8% | +91.4% | -87.6% | 0.0% |
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