+73.5%
VOO vs REPL
-29.4%
+102.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -0.6% | +12.7% | -13.3% | -0.8% |
| 30D | -3.6% | +73.5% | -77.1% | -4.7% |
| 3M | -2.7% | +70.3% | -73.0% | -3.8% |
| 6M | +2.2% | +472.0% | -469.7% | -2.6% |
| YTD | +10.9% | +139.5% | -128.6% | +6.2% |
| 1Y | +11.3% | +167.3% | -156.0% | +6.3% |
| 3Y | +76.9% | +109.5% | -32.6% | +55.5% |
| 5Y | +73.5% | -29.9% | +103.4% | +66.0% |
| All | +73.5% | -29.4% | +102.9% | +66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling