+309.6%
IVV vs WING
+742.9%
-433.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.4% | -6.0% | +1.1% |
| 7D | +0.1% | +8.6% | -8.5% | -1.2% |
| 30D | -3.3% | +44.8% | -48.1% | -8.9% |
| 3M | -2.4% | +51.9% | -54.3% | -9.2% |
| 6M | +2.6% | +37.2% | -34.6% | -3.8% |
| YTD | +11.3% | -25.3% | +36.6% | +13.6% |
| 1Y | +13.4% | -25.1% | +38.5% | +15.4% |
| 3Y | +80.3% | -12.9% | +93.2% | +69.4% |
| 5Y | +72.7% | +12.0% | +60.7% | +47.5% |
| 10Y | +309.6% | +716.5% | -406.8% | +150.7% |
| All | +309.6% | +742.9% | -433.2% | +150.7% |
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