-39.4%
XRPC vs VOO
+13.0%
-52.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.5% |
| 7D | +4.2% | -0.4% | +4.6% | +5.4% |
| 30D | +37.3% | -1.4% | +38.7% | +42.1% |
| 3M | +22.8% | +3.7% | +19.1% | +11.4% |
| 6M | +1.8% | +13.0% | -11.3% | -25.1% |
| YTD | -23.5% | +12.4% | -36.0% | -41.1% |
| All | -39.4% | +13.0% | -52.5% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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