+79.4%
IVV vs WING
-19.8%
+99.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.4% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | -2.3% | +32.3% | -34.7% | -4.7% |
| 3M | -1.2% | +50.2% | -51.3% | -4.9% |
| 6M | +3.3% | +31.7% | -28.3% | +0.1% |
| YTD | +12.3% | -29.6% | +41.9% | +14.9% |
| 1Y | +12.5% | -29.7% | +42.2% | +14.9% |
| All | +79.4% | -19.8% | +99.2% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling