+618.9%
REPX price history and return analytics
+221.8%
+397.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +7.7% | +2.4% | +5.3% | +5.2% |
| 30D | -3.6% | -1.5% | -2.1% | -2.6% |
| 3M | +26.1% | -4.1% | +30.2% | +30.5% |
| 6M | +25.3% | +0.6% | +24.8% | +22.4% |
| YTD | +76.1% | +11.0% | +65.1% | +52.8% |
| 1Y | +79.4% | +13.3% | +66.0% | +52.1% |
| 3Y | +100.3% | +73.4% | +26.9% | +12.3% |
| 5Y | +126.8% | +57.4% | +69.3% | +39.5% |
| All | +618.9% | +221.8% | +397.2% | +214.6% |
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