-24.1%
WPP vs VT
+74.0%
-98.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +1.9% | +2.4% | -0.4% | -0.2% |
| 30D | +8.7% | -1.5% | +10.2% | +10.0% |
| 3M | +5.0% | -4.1% | +9.2% | +9.0% |
| 6M | +69.1% | +0.6% | +68.5% | +67.2% |
| YTD | +29.8% | +11.0% | +18.7% | +16.4% |
| 1Y | +57.1% | +13.3% | +43.8% | +38.0% |
| 3Y | -24.1% | +73.4% | -97.5% | -58.2% |
| All | -24.1% | +74.0% | -98.1% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling