+125.5%
REPX vs VOO
+74.6%
+50.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.5% |
| 7D | +10.0% | +3.3% | +6.8% | +6.0% |
| 30D | -6.8% | -2.7% | -4.1% | -4.3% |
| 3M | +23.9% | -1.7% | +25.7% | +25.5% |
| 6M | +23.9% | +3.1% | +20.8% | +17.2% |
| YTD | +75.1% | +11.9% | +63.2% | +47.1% |
| 1Y | +78.4% | +12.1% | +66.3% | +49.3% |
| 3Y | +96.6% | +78.6% | +18.0% | -10.4% |
| 5Y | +125.5% | +73.8% | +51.7% | +0.5% |
| All | +125.5% | +74.6% | +50.9% | +0.5% |
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 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