+111.1%
VSH vs WING
+620.3%
-509.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | -2.5% | +16.9% | +15.0% |
| 30D | -7.9% | +29.5% | -37.4% | -12.9% |
| 3M | -19.9% | +40.2% | -60.0% | -25.9% |
| 6M | -30.5% | +32.7% | -63.2% | -35.8% |
| YTD | +85.7% | -32.8% | +118.5% | +93.8% |
| 1Y | +98.9% | -31.7% | +130.7% | +106.4% |
| 3Y | +32.1% | -24.7% | +56.8% | +26.0% |
| 5Y | +39.7% | -0.5% | +40.2% | +18.8% |
| All | +111.1% | +620.3% | -509.1% | +6.9% |
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 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