+620.9%
REPX price history and return analytics
+217.6%
+403.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.4% |
| 7D | -12.1% | -0.1% | -12.0% | -12.1% |
| 30D | -8.3% | -3.1% | -5.3% | -5.9% |
| 3M | +14.8% | -3.5% | +18.3% | +18.0% |
| 6M | +26.6% | +0.5% | +26.2% | +23.7% |
| YTD | +63.6% | +10.8% | +52.8% | +42.3% |
| 1Y | +73.9% | +11.9% | +62.0% | +49.4% |
| 3Y | +83.6% | +73.0% | +10.7% | +3.3% |
| 5Y | +115.2% | +58.6% | +56.5% | +31.7% |
| 10Y | +620.9% | +219.2% | +401.7% | +229.8% |
| All | +620.9% | +217.6% | +403.3% | +229.8% |
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