+5.4%
XRPN vs VT
+23.0%
-17.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | -25.5% | -2.3% | -23.2% | -25.4% |
| 30D | -57.7% | -5.0% | -52.7% | -57.6% |
| 3M | +1.1% | -4.9% | +6.0% | +1.1% |
| 6M | +1.7% | -1.5% | +3.3% | +1.7% |
| YTD | +3.3% | +8.5% | -5.2% | +3.5% |
| 1Y | +3.3% | +11.4% | -8.1% | +3.5% |
| All | +5.4% | +23.0% | -17.6% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling