+306.5%
IVV vs WING
+679.4%
-372.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | -2.7% | +9.0% | -11.7% | -4.0% |
| 30D | -5.4% | +39.9% | -45.3% | -10.4% |
| 3M | -4.1% | +40.4% | -44.5% | -9.7% |
| 6M | +0.7% | +12.9% | -12.2% | -2.7% |
| YTD | +8.7% | -31.1% | +39.8% | +12.3% |
| 1Y | +11.0% | -32.7% | +43.7% | +14.8% |
| 3Y | +75.4% | -19.8% | +95.2% | +67.0% |
| 5Y | +68.3% | +4.0% | +64.4% | +45.3% |
| All | +306.5% | +679.4% | -372.9% | +152.1% |
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