-38.1%
XRPZ vs VOO
+16.1%
-54.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.5% |
| 7D | +4.3% | -0.4% | +4.7% | +5.4% |
| 30D | +37.5% | -1.4% | +38.8% | +42.1% |
| 3M | +22.9% | +3.7% | +19.2% | +11.8% |
| 6M | +2.2% | +13.0% | -10.8% | -23.7% |
| YTD | -23.5% | +12.4% | -35.9% | -40.0% |
| All | -38.1% | +16.1% | -54.2% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling