+356.3%
IGV vs WING
+379.2%
-22.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -5.4% | +0.2% | -5.6% | -5.4% |
| 30D | -2.6% | -0.5% | -2.2% | -3.0% |
| 3M | +10.5% | -23.9% | +34.4% | +16.3% |
| 6M | +18.2% | -48.9% | +67.1% | +35.4% |
| YTD | -4.2% | -53.3% | +49.1% | +10.8% |
| 1Y | -9.8% | -60.3% | +50.5% | +7.7% |
| 3Y | +39.1% | -30.1% | +69.2% | +32.1% |
| 5Y | +21.2% | -36.2% | +57.4% | +10.4% |
| All | +356.3% | +379.2% | -22.9% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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