-80.3%
REPX price history and return analytics
+345.0%
-425.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.4% | -3.1% |
| 7D | -23.0% | -4.2% | -18.8% | -20.3% |
| 30D | -5.7% | -5.8% | +0.1% | -1.1% |
| 3M | +22.6% | -5.2% | +27.8% | +27.5% |
| 6M | +11.1% | +0.1% | +11.0% | +9.1% |
| YTD | +59.1% | +8.2% | +50.9% | +44.7% |
| 1Y | +65.3% | +10.1% | +55.2% | +48.0% |
| 3Y | +46.7% | +69.7% | -22.9% | -6.7% |
| 5Y | +101.0% | +53.4% | +47.6% | +41.7% |
| 10Y | +579.6% | +219.2% | +360.4% | +181.3% |
| All | -80.3% | +345.0% | -425.3% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling