+16.1%
VSH vs WING
-20.2%
+36.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +5.9% |
| 7D | -12.9% | +9.0% | -22.0% | -13.8% |
| 30D | -36.9% | +39.9% | -76.8% | -39.3% |
| 3M | -28.8% | +40.4% | -69.2% | -31.9% |
| 6M | -30.3% | +12.9% | -43.2% | -31.9% |
| YTD | +62.4% | -31.1% | +93.4% | +67.8% |
| 1Y | +62.5% | -32.7% | +95.2% | +68.2% |
| All | +16.1% | -20.2% | +36.2% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling