-55.5%
XRPR vs VT
+19.7%
-75.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +1.1% | +0.4% | +0.7% | +0.2% |
| 30D | +30.9% | +1.0% | +29.9% | +27.9% |
| 3M | +19.1% | +2.4% | +16.7% | +13.0% |
| 6M | -4.5% | +12.0% | -16.5% | -26.9% |
| YTD | -23.6% | +15.3% | -38.9% | -45.8% |
| All | -55.5% | +19.7% | -75.2% | -70.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling