+2,545.5%
VRT vs WING
+167.1%
+2,378.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.0% | -10.6% | -9.9% |
| 7D | +2.4% | -2.3% | +4.7% | +3.1% |
| 30D | -2.7% | -5.6% | +3.0% | -1.8% |
| 3M | -9.2% | -22.9% | +13.7% | -3.5% |
| 6M | -0.5% | -50.4% | +49.9% | +20.7% |
| YTD | +62.3% | -53.3% | +115.7% | +96.3% |
| 1Y | +109.6% | -61.2% | +170.8% | +167.6% |
| 3Y | +573.1% | -30.1% | +603.1% | +551.0% |
| 5Y | +953.6% | -35.0% | +988.6% | +866.9% |
| All | +2,545.5% | +167.1% | +2,378.4% | +1,530.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling