+219.2%
VT vs WING
+675.9%
-456.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.1% |
| 7D | -0.1% | +5.0% | -5.1% | -0.9% |
| 30D | -3.1% | +38.7% | -41.8% | -7.8% |
| 3M | -3.5% | +44.7% | -48.2% | -9.3% |
| 6M | +0.5% | +31.5% | -31.0% | -4.9% |
| YTD | +10.8% | -28.4% | +39.2% | +13.6% |
| 1Y | +11.9% | -28.2% | +40.1% | +14.4% |
| 3Y | +73.0% | -18.4% | +91.4% | +64.7% |
| 5Y | +58.6% | +5.2% | +53.4% | +37.9% |
| 10Y | +219.2% | +699.8% | -480.6% | +98.9% |
| All | +219.2% | +675.9% | -456.7% | +98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling