+778.9%
VLO vs WING
+620.6%
+158.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.5% | +7.6% | +3.4% |
| 7D | +6.8% | -3.9% | +10.7% | +7.0% |
| 30D | -17.9% | +26.6% | -44.5% | -19.4% |
| 3M | +13.5% | +42.5% | -29.0% | +10.1% |
| 6M | +53.0% | +29.4% | +23.6% | +48.7% |
| YTD | +133.7% | -32.8% | +166.5% | +138.1% |
| 1Y | +115.7% | -33.5% | +149.1% | +119.6% |
| 3Y | +231.9% | -23.4% | +255.3% | +219.6% |
| 5Y | +471.6% | -0.4% | +472.0% | +421.4% |
| All | +778.9% | +620.6% | +158.3% | +429.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling