+888.8%
VGT vs WING
+407.0%
+481.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.8% | -0.1% | +2.0% | +1.8% |
| 30D | -0.3% | -6.0% | +5.7% | +0.5% |
| 3M | +3.4% | -23.5% | +26.8% | +8.0% |
| 6M | +35.0% | -52.0% | +87.0% | +54.3% |
| YTD | +28.8% | -53.8% | +82.6% | +46.6% |
| 1Y | +38.0% | -63.8% | +101.8% | +64.6% |
| 3Y | +125.8% | -30.8% | +156.6% | +118.4% |
| 5Y | +134.7% | -34.3% | +169.0% | +117.4% |
| 10Y | +792.6% | +352.4% | +440.2% | +456.8% |
| All | +888.8% | +407.0% | +481.8% | +486.4% |
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 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