-59.3%
XRPI vs VT
+27.2%
-86.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.4% |
| 7D | -6.3% | -2.3% | -4.0% | -1.4% |
| 30D | -18.0% | -5.0% | -13.1% | -7.7% |
| 3M | +11.0% | -4.9% | +15.9% | +25.2% |
| 6M | -21.1% | -1.5% | -19.6% | -18.1% |
| YTD | -39.8% | +8.5% | -48.2% | -50.1% |
| 1Y | -50.6% | +11.4% | -62.0% | -62.1% |
| All | -59.3% | +27.2% | -86.5% | -77.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling