+107.0%
WPC price history and return analytics
+224.4%
-117.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.7% |
| 7D | -0.8% | -0.7% | -0.1% | -0.4% |
| 30D | +0.9% | -1.7% | +2.6% | +2.0% |
| 3M | -6.0% | -2.3% | -3.7% | -4.6% |
| 6M | -10.0% | +1.5% | -11.5% | -11.8% |
| YTD | +5.0% | +12.0% | -7.1% | -5.4% |
| 1Y | +0.9% | +12.9% | -11.9% | -9.7% |
| 3Y | +42.3% | +74.9% | -32.6% | -13.8% |
| 5Y | +13.8% | +59.9% | -46.1% | -25.9% |
| 10Y | +107.0% | +224.6% | -117.7% | -31.8% |
| All | +107.0% | +224.4% | -117.4% | -31.8% |
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