+9.1%
VNQ vs REPL
+161.1%
-152.0%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.7% |
| 7D | -1.3% | -3.0% | +1.7% | -1.3% |
| 30D | -2.9% | +27.1% | -30.1% | -2.9% |
| 3M | +0.8% | +52.4% | -51.6% | +1.1% |
| 6M | +2.5% | +107.4% | -105.0% | +2.6% |
| YTD | +10.6% | +54.7% | -44.1% | +11.0% |
| 1Y | +9.1% | +158.9% | -149.8% | +8.3% |
| All | +9.1% | +161.1% | -152.0% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 1y: compounded portfolio wealth divided by compounded REPL 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…
1y analysis · Full analysis span regression · 6 months rolling