+611.0%
VRT vs WING
-28.1%
+639.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.3% | +4.6% |
| 7D | +9.1% | -3.9% | +13.0% | +10.0% |
| 30D | +0.9% | -11.6% | +12.5% | +3.2% |
| 3M | -13.4% | -24.2% | +10.8% | -8.9% |
| 6M | +11.7% | -54.1% | +65.8% | +34.2% |
| YTD | +73.2% | -53.9% | +127.1% | +102.9% |
| 1Y | +123.4% | -64.4% | +187.8% | +184.8% |
| All | +611.0% | -28.1% | +639.1% | +472.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling