+5.8%
VCIT vs RPRX
+75.3%
-69.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +1.9% | +18.6% | -16.7% | +1.3% |
| 3M | -1.4% | +18.0% | -19.5% | -2.0% |
| 6M | -2.1% | +33.8% | -35.9% | -3.2% |
| YTD | -1.6% | +76.6% | -78.2% | -3.6% |
| 1Y | -0.9% | +68.2% | -69.1% | -2.8% |
| 3Y | +20.0% | +161.5% | -141.6% | +15.8% |
| 5Y | +3.1% | +91.4% | -88.3% | +0.6% |
| All | +5.8% | +75.3% | -69.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling