-95.0%
WPRT price history and return analytics
+66.2%
-161.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.4% |
| 7D | 0.0% | +1.0% | -1.0% | -1.4% |
| 30D | -1.6% | -0.2% | -1.4% | -1.4% |
| 3M | 0.0% | +4.5% | -4.5% | -6.4% |
| 6M | -7.5% | +14.1% | -21.6% | -24.2% |
| YTD | +17.8% | +14.8% | +3.1% | -4.6% |
| 1Y | -21.9% | +21.2% | -43.1% | -41.9% |
| 3Y | -72.8% | +76.6% | -149.4% | -89.0% |
| 5Y | -95.0% | +66.6% | -161.6% | -97.3% |
| All | -95.0% | +66.2% | -161.2% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling