+22.1%
VMC vs WING
-31.3%
+53.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.7% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -9.1% | -6.0% | -3.1% | -8.6% |
| 3M | -4.1% | -23.5% | +19.3% | -1.8% |
| 6M | -5.5% | -52.0% | +46.5% | +0.7% |
| YTD | -8.9% | -53.8% | +44.9% | -3.1% |
| 1Y | -12.9% | -63.8% | +50.9% | -5.1% |
| 3Y | +22.1% | -30.8% | +52.9% | +0.7% |
| All | +22.1% | -31.3% | +53.4% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling