-77.7%
VFC vs WING
-35.6%
-42.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.3% | +2.6% |
| 7D | -1.6% | -3.9% | +2.2% | -0.8% |
| 30D | -11.6% | -11.6% | -0.1% | -9.6% |
| 3M | -18.1% | -24.2% | +6.1% | -13.9% |
| 6M | -27.4% | -54.1% | +26.7% | -15.7% |
| YTD | -24.8% | -53.9% | +29.1% | -13.4% |
| 1Y | -8.2% | -64.4% | +56.1% | +10.7% |
| 3Y | -29.1% | -30.2% | +1.1% | -31.1% |
| All | -77.7% | -35.6% | -42.1% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling