-79.6%
REPX price history and return analytics
+374.2%
-453.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +9.5% | +0.4% | +9.1% | +9.1% |
| 30D | +27.1% | +1.0% | +26.1% | +26.0% |
| 3M | +17.0% | +2.4% | +14.6% | +13.9% |
| 6M | +44.8% | +12.0% | +32.8% | +28.7% |
| YTD | +65.0% | +15.3% | +49.6% | +42.9% |
| 1Y | +52.5% | +22.6% | +29.9% | +25.2% |
| 3Y | +42.4% | +74.7% | -32.3% | -11.4% |
| 5Y | +143.9% | +66.1% | +77.8% | +62.0% |
| 10Y | +324.0% | +225.0% | +99.0% | +73.1% |
| All | -79.6% | +374.2% | -453.7% | -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