+614.9%
REPX price history and return analytics
+222.7%
+392.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.7% |
| 7D | +10.0% | +2.9% | +7.2% | +7.0% |
| 30D | -6.8% | -2.5% | -4.3% | -4.9% |
| 3M | +23.9% | -3.3% | +27.3% | +27.2% |
| 6M | +23.9% | +1.5% | +22.4% | +19.9% |
| YTD | +75.1% | +11.4% | +63.8% | +51.5% |
| 1Y | +78.4% | +11.9% | +66.5% | +53.3% |
| 3Y | +96.6% | +73.9% | +22.7% | +10.0% |
| 5Y | +125.5% | +57.9% | +67.6% | +38.3% |
| All | +614.9% | +222.7% | +392.2% | +212.0% |
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