+143.6%
VMC vs WING
+379.2%
-235.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -3.7% | +0.2% | -3.9% | -3.7% |
| 30D | -12.8% | -0.5% | -12.3% | -12.9% |
| 3M | -7.9% | -23.9% | +15.9% | -4.1% |
| 6M | -7.5% | -48.9% | +41.4% | +2.3% |
| YTD | -11.6% | -53.3% | +41.7% | -1.8% |
| 1Y | -14.3% | -60.3% | +46.1% | -2.6% |
| 3Y | +18.5% | -30.1% | +48.6% | +13.7% |
| 5Y | +46.8% | -36.2% | +83.0% | +36.5% |
| All | +143.6% | +379.2% | -235.5% | +34.3% |
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