-37.1%
XRPZ vs VOO
+16.6%
-53.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +3.1% |
| 7D | +5.1% | +0.5% | +4.6% | +3.9% |
| 30D | +39.4% | -0.9% | +40.3% | +42.5% |
| 3M | +20.8% | +3.9% | +16.9% | +9.5% |
| 6M | +5.1% | +14.5% | -9.4% | -25.3% |
| YTD | -22.3% | +13.0% | -35.3% | -39.7% |
| All | -37.1% | +16.6% | -53.7% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling