+66.7%
VSH vs WING
-35.4%
+102.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | -11.1% | -6.0% | -5.1% | -10.5% |
| 3M | -44.9% | -23.5% | -21.4% | -42.9% |
| 6M | +90.0% | -52.0% | +141.9% | +112.4% |
| YTD | +118.8% | -53.8% | +172.6% | +143.7% |
| 1Y | +109.0% | -63.8% | +172.8% | +143.1% |
| 3Y | +35.6% | -30.8% | +66.4% | +29.2% |
| 5Y | +66.7% | -34.3% | +101.0% | +53.0% |
| All | +66.7% | -35.4% | +102.1% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling