+224.5%
VMC vs WING
+405.9%
-181.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | -4.3% | -3.9% | -0.5% | -3.7% |
| 30D | -8.2% | -11.6% | +3.3% | -6.6% |
| 3M | -7.0% | -24.2% | +17.2% | -3.2% |
| 6M | -10.8% | -54.1% | +43.3% | +0.4% |
| YTD | -7.4% | -53.9% | +46.5% | +3.0% |
| 1Y | -9.5% | -64.4% | +54.9% | +4.7% |
| 3Y | +20.5% | -30.2% | +50.7% | +16.2% |
| 5Y | +51.6% | -34.1% | +85.7% | +40.9% |
| 10Y | +150.0% | +342.1% | -192.1% | +47.0% |
| All | +224.5% | +405.9% | -181.4% | +80.4% |
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