-98.4%
WPRT vs VT
+397.3%
-495.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.8% | +0.4% | +3.4% | +3.2% |
| 30D | +2.1% | +1.0% | +1.2% | +0.7% |
| 3M | -2.1% | +2.4% | -4.4% | -5.4% |
| 6M | -7.7% | +12.0% | -19.7% | -21.4% |
| YTD | +21.7% | +15.3% | +6.3% | -0.5% |
| 1Y | -27.7% | +22.6% | -50.2% | -45.6% |
| 3Y | -73.2% | +74.7% | -147.8% | -87.5% |
| 5Y | -95.1% | +66.1% | -161.3% | -97.5% |
| 10Y | -86.3% | +225.0% | -311.3% | -96.3% |
| All | -98.4% | +397.3% | -495.7% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling