+4.1%
REPX vs VOO
+817.1%
-813.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +27.1% | +0.1% | +27.0% | +26.9% |
| 3M | +17.0% | +2.0% | +15.0% | +14.5% |
| 6M | +44.8% | +13.0% | +31.7% | +28.9% |
| YTD | +65.0% | +13.6% | +51.4% | +46.3% |
| 1Y | +52.5% | +20.1% | +32.4% | +28.9% |
| 3Y | +42.4% | +77.6% | -35.1% | -10.4% |
| 5Y | +143.9% | +82.4% | +61.5% | +52.3% |
| 10Y | +324.0% | +316.8% | +7.2% | +68.5% |
| All | +4.1% | +817.1% | -813.0% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling