+598.4%
REPX vs VOO
+309.9%
+288.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.5% |
| 7D | -22.6% | -2.7% | -19.9% | -20.7% |
| 30D | -3.8% | -5.4% | +1.6% | +0.8% |
| 3M | +22.0% | -4.1% | +26.1% | +26.0% |
| 6M | +25.9% | +0.7% | +25.1% | +23.3% |
| YTD | +63.5% | +8.7% | +54.8% | +47.7% |
| 1Y | +75.5% | +11.0% | +64.5% | +55.2% |
| 3Y | +52.7% | +75.5% | -22.7% | -9.3% |
| 5Y | +106.5% | +68.4% | +38.2% | +27.0% |
| All | +598.4% | +309.9% | +288.5% | +269.5% |
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