+44.4%
REPL price history and return analytics
+145.3%
-100.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +1.2% | +2.4% | -1.1% | -1.8% |
| 30D | +92.2% | -1.5% | +93.7% | +95.7% |
| 3M | +44.1% | -4.1% | +48.2% | +51.5% |
| 6M | +313.0% | +0.6% | +312.5% | +307.2% |
| YTD | +125.2% | +11.0% | +114.2% | +90.5% |
| 1Y | +143.8% | +13.3% | +130.4% | +100.7% |
| 3Y | +104.2% | +73.4% | +30.8% | -5.8% |
| 5Y | -34.5% | +57.4% | -92.0% | -65.0% |
| All | +44.4% | +145.3% | -100.9% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling