-49.8%
XRPI vs VOO
+33.4%
-83.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +3.0% |
| 7D | +4.9% | +0.5% | +4.4% | +3.7% |
| 30D | +38.7% | -0.9% | +39.6% | +42.0% |
| 3M | +18.8% | +3.9% | +14.9% | +7.3% |
| 6M | +1.1% | +14.5% | -13.4% | -30.1% |
| YTD | -25.7% | +13.0% | -38.6% | -44.8% |
| 1Y | -56.8% | +19.4% | -76.2% | -71.7% |
| All | -49.8% | +33.4% | -83.2% | -75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling