+14.8%
IVV vs WING
-23.2%
+38.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +1.5% |
| 7D | -0.7% | +21.0% | -21.7% | -1.5% |
| 30D | -1.0% | +56.9% | -57.9% | -3.1% |
| 3M | -0.3% | +38.4% | -38.7% | -1.9% |
| 6M | +7.4% | +12.0% | -4.6% | +6.8% |
| YTD | +13.4% | -29.2% | +42.6% | +15.4% |
| 1Y | +14.8% | -28.8% | +43.6% | +16.4% |
| All | +14.8% | -23.2% | +38.0% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling