-61.0%
XRPR vs VT
+12.3%
-73.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.2% | +4.2% |
| 7D | -3.4% | -4.2% | +0.8% | +6.4% |
| 30D | -18.5% | -5.8% | -12.7% | -6.0% |
| 3M | +14.9% | -5.2% | +20.1% | +31.0% |
| 6M | -13.0% | +0.1% | -13.1% | -13.8% |
| YTD | -32.9% | +8.2% | -41.2% | -44.5% |
| 1Y | -48.4% | +10.1% | -58.5% | -59.6% |
| All | -61.0% | +12.3% | -73.2% | -70.1% |
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