+13.0%
WIP price history and return analytics
+223.7%
-210.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.1% | +0.1% |
| 30D | -0.9% | -2.6% | +1.7% | -0.3% |
| 3M | -3.4% | -3.2% | -0.1% | -2.7% |
| 6M | -3.8% | +0.9% | -4.7% | -4.0% |
| YTD | +1.1% | +11.3% | -10.2% | -1.5% |
| 1Y | +3.5% | +14.0% | -10.5% | +0.3% |
| 3Y | +16.3% | +75.8% | -59.5% | +1.7% |
| 5Y | -5.5% | +57.8% | -63.4% | -16.5% |
| 10Y | +13.0% | +219.8% | -206.8% | -15.1% |
| All | +13.0% | +223.7% | -210.7% | -15.1% |
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