-38.2%
XRPZ vs VT
+20.1%
-58.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +1.4% | +0.4% | +1.0% | +0.6% |
| 30D | +30.9% | +1.0% | +29.9% | +28.2% |
| 3M | +19.1% | +2.4% | +16.7% | +13.7% |
| 6M | -4.1% | +12.0% | -16.1% | -22.2% |
| YTD | -23.7% | +15.3% | -39.0% | -42.6% |
| All | -38.2% | +20.1% | -58.3% | -54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling