+132.3%
VSH vs WING
+656.3%
-524.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.0% |
| 7D | -12.9% | +9.0% | -22.0% | -14.6% |
| 30D | -36.9% | +39.9% | -76.8% | -41.3% |
| 3M | -28.8% | +40.4% | -69.2% | -34.4% |
| 6M | -30.3% | +12.9% | -43.2% | -33.5% |
| YTD | +62.4% | -31.1% | +93.4% | +68.5% |
| 1Y | +62.5% | -32.7% | +95.2% | +69.2% |
| 3Y | +7.4% | -19.8% | +27.2% | +1.0% |
| 5Y | +25.4% | +4.0% | +21.5% | +5.8% |
| 10Y | +102.6% | +684.4% | -581.8% | -1.3% |
| All | +132.3% | +656.3% | -524.1% | +10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling