+21.9%
WIP price history and return analytics
+345.0%
-323.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.6% |
| 7D | -0.4% | -4.2% | +3.8% | +0.5% |
| 30D | -1.0% | -5.8% | +4.8% | +0.2% |
| 3M | -3.6% | -5.2% | +1.6% | -2.6% |
| 6M | -3.5% | +0.1% | -3.7% | -3.6% |
| YTD | +0.4% | +8.2% | -7.8% | -1.3% |
| 1Y | +3.2% | +10.1% | -7.0% | +1.0% |
| 3Y | +13.7% | +69.7% | -56.0% | +1.8% |
| 5Y | -5.6% | +53.4% | -58.9% | -14.3% |
| 10Y | +10.1% | +219.2% | -209.1% | -13.8% |
| All | +21.9% | +345.0% | -323.0% | -16.5% |
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