+648.5%
REPX price history and return analytics
+224.4%
+424.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +2.7% |
| 7D | -0.1% | -0.7% | +0.6% | +0.6% |
| 30D | -6.7% | -1.7% | -4.9% | -5.4% |
| 3M | +18.2% | -2.3% | +20.5% | +20.1% |
| 6M | +25.7% | +1.5% | +24.2% | +21.7% |
| YTD | +69.9% | +12.0% | +57.8% | +46.2% |
| 1Y | +70.1% | +12.9% | +57.3% | +45.1% |
| 3Y | +90.7% | +74.9% | +15.7% | +6.1% |
| 5Y | +123.9% | +59.9% | +63.9% | +35.9% |
| 10Y | +648.5% | +224.6% | +423.9% | +234.8% |
| All | +648.5% | +224.4% | +424.2% | +234.8% |
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