-51.5%
WRAP vs VT
+15.2%
-66.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -4.9% |
| 7D | -6.5% | -0.3% | -6.1% | -5.9% |
| 30D | -20.0% | -1.4% | -18.6% | -17.0% |
| 3M | -41.4% | -1.4% | -40.0% | -39.1% |
| 6M | -22.1% | +5.5% | -27.6% | -29.2% |
| YTD | -51.3% | +12.8% | -64.1% | -61.6% |
| 1Y | -51.5% | +15.4% | -66.9% | -63.7% |
| All | -51.5% | +15.2% | -66.7% | -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 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