+58.9%
REPX vs VT
+76.6%
-17.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.7% | -10.3% | -10.1% |
| 7D | -17.7% | -0.3% | -17.4% | -17.6% |
| 30D | +0.7% | -1.4% | +2.1% | +1.7% |
| 3M | +28.4% | -1.4% | +29.8% | +29.3% |
| 6M | +19.7% | +5.5% | +14.2% | +10.2% |
| YTD | +70.1% | +12.8% | +57.3% | +40.6% |
| 1Y | +77.8% | +15.4% | +62.4% | +41.3% |
| All | +58.9% | +76.6% | -17.7% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling