+5.1%
XRPN vs VT
+30.7%
-25.7%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | +0.8% | +1.0% | -0.2% | +0.8% |
| 3M | +1.4% | +2.4% | -0.9% | +1.4% |
| 6M | +2.5% | +12.0% | -9.5% | +2.7% |
| YTD | +3.0% | +15.3% | -12.3% | +3.3% |
| 1Y | +2.9% | +22.6% | -19.7% | +2.9% |
| All | +5.1% | +30.7% | -25.7% | +5.0% |
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