-86.3%
WPRT price history and return analytics
+223.0%
-309.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +2.7% |
| 7D | -15.2% | -0.4% | -14.8% | -14.8% |
| 30D | -3.1% | -1.6% | -1.5% | -1.1% |
| 3M | +10.5% | +0.2% | +10.3% | +9.0% |
| 6M | -4.5% | +13.7% | -18.3% | -27.4% |
| YTD | -4.5% | +13.7% | -18.3% | -27.4% |
| 1Y | -4.5% | +12.5% | -17.0% | -26.0% |
| 3Y | -62.2% | +82.5% | -144.7% | -88.1% |
| 5Y | -94.2% | +60.2% | -154.4% | -97.6% |
| All | -86.3% | +223.0% | -309.3% | -97.9% |
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