-55.8%
VFC vs WING
+719.8%
-775.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.8% | +1.0% |
| 7D | +7.7% | +8.6% | -0.9% | +5.9% |
| 30D | +39.2% | +44.8% | -5.6% | +29.2% |
| 3M | +40.3% | +51.9% | -11.7% | +28.4% |
| 6M | +11.4% | +37.2% | -25.9% | +3.3% |
| YTD | +17.5% | -25.3% | +42.8% | +21.2% |
| 1Y | +45.9% | -25.1% | +71.0% | +50.3% |
| 3Y | +47.3% | -12.9% | +60.2% | +40.5% |
| 5Y | -67.2% | +12.0% | -79.2% | -71.6% |
| 10Y | -46.1% | +716.5% | -762.6% | -68.2% |
| All | -55.8% | +719.8% | -775.6% | -74.8% |
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 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