-54.9%
XRPR vs VOO
+17.1%
-72.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.8% |
| 7D | +4.8% | +0.5% | +4.2% | +3.5% |
| 30D | +38.7% | -0.9% | +39.7% | +42.2% |
| 3M | +19.8% | +3.9% | +15.9% | +7.8% |
| 6M | +4.5% | +14.5% | -10.1% | -28.7% |
| YTD | -22.6% | +13.0% | -35.5% | -42.8% |
| All | -54.9% | +17.1% | -72.0% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling