+2,723.0%
VRT vs WING
+163.8%
+2,559.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.3% | +4.7% |
| 7D | +9.1% | -3.9% | +13.0% | +10.4% |
| 30D | +0.9% | -11.6% | +12.5% | +4.0% |
| 3M | -13.4% | -24.2% | +10.8% | -7.4% |
| 6M | +11.7% | -54.1% | +65.8% | +39.0% |
| YTD | +73.2% | -53.9% | +127.1% | +110.4% |
| 1Y | +123.4% | -64.4% | +187.8% | +194.0% |
| 3Y | +606.2% | -30.2% | +636.4% | +582.8% |
| 5Y | +899.9% | -34.1% | +934.0% | +814.6% |
| All | +2,723.0% | +163.8% | +2,559.2% | +1,647.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling