+21.0%
VRT vs WING
-33.3%
+54.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +1.7% |
| 7D | +18.6% | -3.9% | +22.5% | +18.9% |
| 30D | -11.7% | +26.6% | -38.3% | -12.9% |
| 3M | -27.3% | +42.5% | -69.8% | -28.5% |
| 6M | -42.9% | +29.4% | -72.3% | -44.2% |
| YTD | +29.5% | -32.8% | +62.3% | +26.9% |
| 1Y | +21.0% | -33.5% | +54.5% | +18.6% |
| All | +21.0% | -33.3% | +54.4% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling