+343.0%
VRTX vs WING
+719.8%
-376.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.4% | -7.7% | -0.2% |
| 7D | -0.4% | +8.6% | -9.0% | -1.3% |
| 30D | +8.0% | +44.8% | -36.8% | +3.6% |
| 3M | +11.0% | +51.9% | -40.9% | +5.5% |
| 6M | +28.2% | +37.2% | -9.1% | +22.5% |
| YTD | +21.5% | -25.3% | +46.8% | +23.2% |
| 1Y | +34.5% | -25.1% | +59.6% | +36.1% |
| 3Y | +49.5% | -12.9% | +62.4% | +42.4% |
| 5Y | +188.3% | +12.0% | +176.3% | +154.7% |
| 10Y | +493.1% | +716.5% | -223.4% | +256.2% |
| All | +343.0% | +719.8% | -376.8% | +152.9% |
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