+1,917.9%
VRT vs WING
+327.6%
+1,590.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.4% | +1.2% | +7.0% |
| 7D | -10.6% | +8.6% | -19.2% | -12.9% |
| 30D | -17.4% | +44.8% | -62.2% | -26.9% |
| 3M | -26.4% | +51.9% | -78.3% | -36.8% |
| 6M | -41.0% | +37.2% | -78.2% | -48.8% |
| YTD | +23.8% | -25.3% | +49.1% | +27.7% |
| 1Y | +11.6% | -25.1% | +36.7% | +14.4% |
| 3Y | +403.5% | -12.9% | +416.4% | +357.6% |
| 5Y | +647.0% | +12.0% | +635.0% | +475.5% |
| All | +1,917.9% | +327.6% | +1,590.3% | +961.3% |
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