+322.2%
IVV vs WING
+667.7%
-345.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.2% |
| 7D | -4.8% | +14.0% | -18.7% | -6.7% |
| 30D | -5.9% | +47.7% | -53.6% | -11.6% |
| 3M | -4.5% | +34.2% | -38.7% | -9.5% |
| 6M | +1.8% | +13.6% | -11.7% | -1.7% |
| YTD | +8.4% | -30.0% | +38.4% | +11.6% |
| 1Y | +9.4% | -33.9% | +43.3% | +13.5% |
| 3Y | +75.3% | -18.7% | +93.9% | +67.0% |
| 5Y | +67.8% | +5.5% | +62.2% | +45.6% |
| 10Y | +314.2% | +696.2% | -382.0% | +149.0% |
| All | +322.2% | +667.7% | -345.5% | +148.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling