+70.6%
REPX price history and return analytics
+13.0%
+57.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -0.3% |
| 7D | -15.1% | +0.4% | -15.5% | -14.6% |
| 30D | -10.1% | -2.6% | -7.5% | -11.4% |
| 3M | +19.2% | -3.2% | +22.4% | +17.0% |
| 6M | +24.2% | +0.9% | +23.3% | +26.9% |
| YTD | +60.5% | +11.3% | +49.2% | +69.2% |
| All | +70.6% | +13.0% | +57.6% | +79.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling