-65.3%
WPP price history and return analytics
+229.8%
-295.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.2% |
| 7D | -1.4% | -1.1% | -0.3% | -0.1% |
| 30D | -7.1% | -1.0% | -6.1% | -6.0% |
| 3M | +33.6% | +3.2% | +30.4% | +28.5% |
| 6M | +50.2% | +12.5% | +37.7% | +30.6% |
| YTD | +14.3% | +14.1% | +0.2% | -2.0% |
| 1Y | -3.6% | +18.9% | -22.5% | -21.0% |
| 3Y | -39.1% | +74.1% | -113.2% | -68.0% |
| 5Y | -52.3% | +66.9% | -119.2% | -73.5% |
| All | -65.3% | +229.8% | -295.1% | -89.7% |
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 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