+78.9%
VOO vs REPL
-24.7%
+103.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | +0.5% | -5.7% | +6.3% | +0.6% |
| 30D | -0.9% | +22.5% | -23.4% | -1.1% |
| 3M | +3.9% | +64.7% | -60.8% | +3.1% |
| 6M | +14.5% | +83.0% | -68.5% | +12.8% |
| YTD | +13.0% | +52.0% | -39.0% | +11.3% |
| 1Y | +19.4% | +144.5% | -125.1% | +16.7% |
| 3Y | +78.9% | -25.1% | +103.9% | +70.3% |
| All | +78.9% | -24.7% | +103.6% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling