+63.4%
VSH vs WING
-23.2%
+86.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.7% | -8.8% | -5.1% |
| 7D | -13.6% | +21.0% | -34.6% | -13.9% |
| 30D | -30.4% | +56.9% | -87.2% | -31.3% |
| 3M | -33.3% | +38.4% | -71.6% | -34.0% |
| 6M | -15.1% | +12.0% | -27.0% | -15.0% |
| YTD | +80.2% | -29.2% | +109.5% | +80.8% |
| 1Y | +63.4% | -28.8% | +92.2% | +61.2% |
| All | +63.4% | -23.2% | +86.6% | +61.2% |
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