-75.0%
WRAP price history and return analytics
+149.8%
-224.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +2.4% |
| 7D | +6.8% | +0.4% | +6.5% | +6.9% |
| 30D | -12.0% | -2.6% | -9.4% | -8.1% |
| 3M | -33.2% | -3.2% | -29.9% | -29.4% |
| 6M | -16.1% | +0.9% | -17.1% | -15.2% |
| YTD | -47.5% | +11.3% | -58.8% | -52.8% |
| 1Y | -39.2% | +14.0% | -53.2% | -46.8% |
| 3Y | -54.0% | +75.8% | -129.9% | -76.1% |
| 5Y | -79.3% | +57.8% | -137.1% | -87.5% |
| All | -75.0% | +149.8% | -224.8% | -91.8% |
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