-35.1%
REPL price history and return analytics
+53.4%
-88.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.8% | +7.7% |
| 7D | +22.8% | -2.3% | +25.1% | +25.8% |
| 30D | +63.8% | -5.0% | +68.7% | +73.2% |
| 3M | +68.1% | -4.9% | +73.0% | +77.3% |
| 6M | +528.5% | -1.5% | +530.0% | +538.1% |
| YTD | +122.4% | +8.5% | +113.9% | +98.2% |
| 1Y | +154.4% | +11.4% | +143.0% | +119.9% |
| 3Y | +68.0% | +70.1% | -2.1% | -13.3% |
| All | -35.1% | +53.4% | -88.5% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling