-41.6%
WRAP price history and return analytics
+13.0%
-54.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | -0.3% |
| 7D | +6.8% | +0.4% | +6.5% | +6.6% |
| 30D | -12.0% | -2.6% | -9.4% | -5.4% |
| 3M | -33.2% | -3.2% | -29.9% | -26.8% |
| 6M | -16.1% | +0.9% | -17.1% | -15.2% |
| YTD | -47.5% | +11.3% | -58.8% | -56.2% |
| All | -41.6% | +13.0% | -54.6% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling