-2.6%
REPL vs VO
+128.4%
-131.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -5.7% | +0.6% | -6.4% | -6.4% |
| 30D | +22.5% | -1.1% | +23.5% | +23.9% |
| 3M | +64.7% | +4.5% | +60.1% | +55.4% |
| 6M | +83.0% | +11.1% | +72.0% | +56.5% |
| YTD | +52.0% | +13.5% | +38.4% | +26.0% |
| 1Y | +144.5% | +14.5% | +130.1% | +100.6% |
| 3Y | -25.1% | +58.1% | -83.2% | -60.3% |
| 5Y | -52.9% | +43.3% | -96.2% | -71.5% |
| All | -2.6% | +128.4% | -131.0% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling