-92.7%
XRPT vs VT
+27.2%
-119.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.2% | -9.7% | -10.5% |
| 7D | -12.9% | -2.3% | -10.5% | -3.4% |
| 30D | -34.4% | -5.0% | -29.5% | -16.0% |
| 3M | +7.1% | -4.9% | +12.0% | +39.4% |
| 6M | -50.0% | -1.5% | -48.4% | -43.9% |
| YTD | -77.3% | +8.5% | -85.8% | -82.7% |
| 1Y | -86.1% | +11.4% | -97.5% | -90.8% |
| All | -92.7% | +27.2% | -119.9% | -97.3% |
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