-88.4%
XRPT vs VT
+35.3%
-123.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | 0.0% | -10.0% | -9.9% |
| 7D | +1.6% | +0.4% | +1.1% | +0.1% |
| 30D | +59.4% | +1.0% | +58.4% | +52.9% |
| 3M | +22.5% | +2.4% | +20.1% | +12.6% |
| 6M | -28.1% | +12.0% | -40.1% | -57.2% |
| YTD | -63.8% | +15.3% | -79.2% | -79.8% |
| 1Y | -88.4% | +22.6% | -111.0% | -94.9% |
| All | -88.4% | +35.3% | -123.6% | -96.9% |
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