+2,397.0%
VRT vs WING
+167.0%
+2,230.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.6% |
| 7D | -7.7% | +0.2% | -7.9% | -7.8% |
| 30D | -12.0% | -0.5% | -11.5% | -12.6% |
| 3M | -11.7% | -23.9% | +12.2% | -5.8% |
| 6M | -8.1% | -48.9% | +40.8% | +10.3% |
| YTD | +53.2% | -53.3% | +106.6% | +85.3% |
| 1Y | +81.7% | -60.3% | +142.0% | +130.1% |
| 3Y | +535.3% | -30.1% | +565.4% | +514.5% |
| 5Y | +916.4% | -36.2% | +952.6% | +837.6% |
| All | +2,397.0% | +167.0% | +2,230.0% | +1,439.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling