+130.7%
REPL vs VYM
+21.8%
+108.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | +28.8% | +1.2% | +27.7% | +28.6% |
| 30D | +57.3% | +5.2% | +52.1% | +57.2% |
| 3M | +73.6% | +0.5% | +73.0% | +73.0% |
| 6M | +582.8% | +7.7% | +575.1% | +582.6% |
| YTD | +112.9% | +17.2% | +95.7% | +115.1% |
| 1Y | +130.7% | +21.7% | +109.0% | +117.8% |
| All | +130.7% | +21.8% | +108.9% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling