-72.4%
WRAP price history and return analytics
+149.2%
-221.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.3% | +11.6% | +11.7% |
| 7D | +16.9% | +2.4% | +14.6% | +13.5% |
| 30D | +7.8% | -1.5% | +9.3% | +10.9% |
| 3M | -20.7% | -4.1% | -16.6% | -15.1% |
| 6M | -4.2% | +0.6% | -4.7% | -2.6% |
| YTD | -42.0% | +11.0% | -53.1% | -47.7% |
| 1Y | -35.5% | +13.3% | -48.9% | -43.2% |
| 3Y | -53.5% | +73.4% | -126.9% | -75.4% |
| 5Y | -76.5% | +57.4% | -133.9% | -85.8% |
| All | -72.4% | +149.2% | -221.6% | -90.9% |
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