-4.7%
REPL vs VOO
+209.4%
-214.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -9.6% | -0.4% | -9.2% | -9.2% |
| 30D | +5.7% | -1.4% | +7.1% | +7.4% |
| 3M | +56.4% | +3.7% | +52.7% | +49.6% |
| 6M | +67.4% | +13.0% | +54.4% | +42.1% |
| YTD | +48.7% | +12.4% | +36.2% | +26.7% |
| 1Y | +148.3% | +18.6% | +129.7% | +99.3% |
| 3Y | -26.7% | +78.1% | -104.7% | -64.7% |
| 5Y | -54.1% | +82.3% | -136.4% | -78.3% |
| All | -4.7% | +209.4% | -214.1% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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