+598.4%
REPX price history and return analytics
+215.5%
+382.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.5% |
| 7D | -22.6% | -2.3% | -20.3% | -20.9% |
| 30D | -3.8% | -5.0% | +1.1% | +0.7% |
| 3M | +22.0% | -4.9% | +26.9% | +27.2% |
| 6M | +25.9% | -1.5% | +27.4% | +25.4% |
| YTD | +63.5% | +8.5% | +55.1% | +45.2% |
| 1Y | +75.5% | +11.4% | +64.1% | +51.3% |
| 3Y | +52.7% | +70.1% | -17.3% | -12.5% |
| 5Y | +106.5% | +53.7% | +52.8% | +30.2% |
| All | +598.4% | +215.5% | +382.9% | +237.6% |
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