+46.8%
REPL price history and return analytics
+145.9%
-99.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -0.3% |
| 7D | +14.2% | +0.4% | +13.8% | +13.6% |
| 30D | +65.9% | -2.6% | +68.5% | +71.6% |
| 3M | +84.6% | -3.2% | +87.8% | +92.2% |
| 6M | +446.9% | +0.9% | +446.0% | +438.1% |
| YTD | +129.0% | +11.3% | +117.7% | +93.4% |
| 1Y | +167.9% | +14.0% | +153.9% | +119.4% |
| 3Y | +93.9% | +75.8% | +18.1% | -12.1% |
| 5Y | -33.0% | +57.8% | -90.8% | -64.3% |
| All | +46.8% | +145.9% | -99.1% | -54.7% |
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