+115.2%
REPX price history and return analytics
+57.5%
+57.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.5% |
| 7D | -12.1% | -0.1% | -12.0% | -12.2% |
| 30D | -8.3% | -3.1% | -5.3% | -5.4% |
| 3M | +14.8% | -3.5% | +18.3% | +18.8% |
| 6M | +26.6% | +0.5% | +26.2% | +22.6% |
| YTD | +63.6% | +10.8% | +52.8% | +35.1% |
| 1Y | +73.9% | +11.9% | +62.0% | +41.1% |
| 3Y | +83.6% | +73.0% | +10.7% | -21.2% |
| 5Y | +115.2% | +58.6% | +56.5% | +1.4% |
| All | +115.2% | +57.5% | +57.6% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling