+654.5%
VST vs WING
+9.2%
+645.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.4% | -1.1% | +5.8% |
| 7D | -0.5% | +8.6% | -9.1% | -2.1% |
| 30D | -17.1% | +44.8% | -61.8% | -23.1% |
| 3M | -4.6% | +51.9% | -56.5% | -12.8% |
| 6M | -9.1% | +37.2% | -46.3% | -16.0% |
| YTD | -16.6% | -25.3% | +8.7% | -14.6% |
| 1Y | -29.5% | -25.1% | -4.4% | -28.2% |
| 3Y | +297.5% | -12.9% | +310.4% | +288.7% |
| 5Y | +654.5% | +12.0% | +642.5% | +567.9% |
| All | +654.5% | +9.2% | +645.4% | +567.9% |
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 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