-53.0%
REPL vs VOO
+82.6%
-135.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | +27.1% | +0.1% | +27.1% | +26.9% |
| 3M | +52.4% | +2.0% | +50.4% | +49.0% |
| 6M | +107.4% | +13.0% | +94.4% | +79.6% |
| YTD | +54.7% | +13.6% | +41.1% | +33.3% |
| 1Y | +158.9% | +20.1% | +138.8% | +110.9% |
| 3Y | -23.7% | +77.6% | -101.3% | -59.9% |
| All | -53.0% | +82.6% | -135.6% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling