+207.0%
REX price history and return analytics
+65.7%
+141.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.0% |
| 7D | +0.4% | -1.1% | +1.5% | +1.3% |
| 30D | -4.8% | -1.0% | -3.8% | -4.1% |
| 3M | -3.2% | +3.2% | -6.4% | -5.9% |
| 6M | +4.9% | +12.5% | -7.5% | -6.5% |
| YTD | +28.8% | +14.1% | +14.7% | +13.2% |
| 1Y | +34.8% | +18.9% | +15.9% | +13.8% |
| 3Y | +107.3% | +74.1% | +33.2% | +19.4% |
| All | +207.0% | +65.7% | +141.4% | +86.1% |
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