+824.9%
VGT vs WING
+637.7%
+187.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.3% |
| 7D | +5.6% | -3.9% | +9.5% | +6.4% |
| 30D | -10.6% | +26.6% | -37.2% | -15.2% |
| 3M | -6.9% | +42.5% | -49.4% | -14.5% |
| 6M | +0.9% | +29.4% | -28.5% | -6.5% |
| YTD | +20.4% | -32.8% | +53.2% | +25.9% |
| 1Y | +17.4% | -33.5% | +50.8% | +22.6% |
| 3Y | +106.3% | -23.4% | +129.7% | +96.5% |
| 5Y | +107.9% | -0.4% | +108.3% | +75.9% |
| 10Y | +730.9% | +647.8% | +83.1% | +366.7% |
| All | +824.9% | +637.7% | +187.1% | +403.7% |
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