+94.3%
VNQ vs WING
+407.0%
-312.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -0.4% | -0.1% | -0.2% | -0.4% |
| 30D | -2.5% | -6.0% | +3.5% | -1.9% |
| 3M | +1.4% | -23.5% | +24.8% | +4.5% |
| 6M | +4.6% | -52.0% | +56.5% | +14.4% |
| YTD | +10.5% | -53.8% | +64.3% | +20.6% |
| 1Y | +8.4% | -63.8% | +72.2% | +22.0% |
| 3Y | +32.4% | -30.8% | +63.2% | +27.4% |
| 5Y | +5.5% | -34.3% | +39.8% | -1.9% |
| 10Y | +59.1% | +352.4% | -293.3% | +5.1% |
| All | +94.3% | +407.0% | -312.7% | +23.9% |
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