+149.6%
REPX vs VT
+57.9%
+91.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.6% | -1.6% |
| 7D | -9.7% | -1.6% | -8.1% | -8.0% |
| 30D | +12.1% | -2.5% | +14.6% | +15.2% |
| 3M | +38.6% | -1.3% | +39.9% | +39.6% |
| 6M | +31.4% | +3.1% | +28.3% | +22.7% |
| YTD | +86.2% | +10.9% | +75.2% | +53.7% |
| 1Y | +89.3% | +12.1% | +77.2% | +53.6% |
| 3Y | +71.6% | +73.9% | -2.3% | -26.8% |
| All | +149.6% | +57.9% | +91.7% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling