+85.8%
VSH vs WING
-28.4%
+114.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.6% |
| 7D | -1.6% | +5.0% | -6.5% | -1.7% |
| 30D | -21.3% | +38.7% | -60.0% | -22.1% |
| 3M | -18.9% | +44.7% | -63.6% | -20.1% |
| 6M | -21.4% | +31.5% | -52.9% | -22.2% |
| YTD | +86.8% | -28.4% | +115.3% | +87.0% |
| 1Y | +85.8% | -28.2% | +113.9% | +84.3% |
| All | +85.8% | -28.4% | +114.2% | +84.3% |
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