-54.3%
XRPZ vs VT
+15.9%
-70.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.5% |
| 7D | -15.8% | +2.9% | -18.7% | -20.9% |
| 30D | -24.4% | -2.5% | -21.9% | -20.1% |
| 3M | +2.9% | -3.3% | +6.2% | +11.2% |
| 6M | -28.1% | +1.5% | -29.6% | -30.3% |
| YTD | -43.5% | +11.4% | -54.9% | -54.0% |
| All | -54.3% | +15.9% | -70.2% | -63.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling