+310.3%
IVV vs WING
+620.3%
-309.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -2.5% | +5.1% | +2.9% |
| 30D | -2.0% | +29.5% | -31.5% | -6.1% |
| 3M | -2.8% | +40.2% | -42.9% | -8.5% |
| 6M | +2.2% | +32.7% | -30.5% | -3.8% |
| YTD | +11.5% | -32.8% | +44.3% | +15.6% |
| 1Y | +13.5% | -31.7% | +45.2% | +17.0% |
| 3Y | +78.1% | -24.7% | +102.8% | +71.3% |
| 5Y | +73.1% | -0.5% | +73.6% | +50.4% |
| All | +310.3% | +620.3% | -309.9% | +154.8% |
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