+7.2%
VNQ vs WING
-35.5%
+42.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.6% | +0.2% | -2.8% | -2.7% |
| 30D | -2.3% | -0.5% | -1.9% | -2.5% |
| 3M | -2.8% | -23.9% | +21.1% | -0.4% |
| 6M | +2.5% | -48.9% | +51.4% | +9.4% |
| YTD | +8.4% | -53.3% | +61.8% | +16.1% |
| 1Y | +6.8% | -60.3% | +67.1% | +16.2% |
| 3Y | +29.9% | -30.1% | +60.0% | +21.7% |
| 5Y | +7.2% | -36.2% | +43.4% | -5.2% |
| All | +7.2% | -35.5% | +42.7% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling