+179.5%
VSH vs WING
+359.3%
-179.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | +3.5% | -2.3% | +5.8% | +4.0% |
| 30D | -4.4% | -5.6% | +1.3% | -3.7% |
| 3M | -45.8% | -22.9% | -22.9% | -43.5% |
| 6M | +90.1% | -50.4% | +140.6% | +115.1% |
| YTD | +120.3% | -53.3% | +173.6% | +149.4% |
| 1Y | +112.2% | -61.2% | +173.5% | +148.7% |
| 3Y | +36.6% | -30.1% | +66.6% | +31.1% |
| 5Y | +67.0% | -35.0% | +102.0% | +55.7% |
| 10Y | +179.5% | +375.5% | -196.1% | +53.1% |
| All | +179.5% | +359.3% | -179.8% | +53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling