-57.2%
XRPI vs VT
+26.9%
-84.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | +3.9% |
| 7D | -4.1% | -4.2% | +0.1% | +5.6% |
| 30D | -18.6% | -5.8% | -12.8% | -6.3% |
| 3M | +12.9% | -5.2% | +18.2% | +28.6% |
| 6M | -16.1% | +0.1% | -16.2% | -16.7% |
| YTD | -36.7% | +8.2% | -44.9% | -47.2% |
| 1Y | -51.9% | +10.1% | -62.0% | -61.8% |
| All | -57.2% | +26.9% | -84.1% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling