-54.4%
XRPI vs VT
+23.3%
-77.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.8% | -4.8% |
| 7D | +1.6% | +0.4% | +1.2% | +0.7% |
| 30D | +30.5% | +1.0% | +29.5% | +27.6% |
| 3M | +17.3% | +2.4% | +15.0% | +11.5% |
| 6M | -7.4% | +12.0% | -19.4% | -28.5% |
| YTD | -26.8% | +15.3% | -42.2% | -47.6% |
| 1Y | -54.4% | +22.6% | -76.9% | -70.1% |
| All | -54.4% | +23.3% | -77.7% | -70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling