+224.6%
VT vs WING
+686.1%
-461.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.4% |
| 7D | -0.7% | -0.5% | -0.2% | -0.7% |
| 30D | -1.7% | +32.3% | -34.1% | -5.9% |
| 3M | -2.3% | +50.2% | -52.5% | -8.6% |
| 6M | +1.5% | +31.7% | -30.1% | -3.9% |
| YTD | +12.0% | -29.6% | +41.7% | +15.2% |
| 1Y | +12.9% | -29.7% | +42.6% | +15.8% |
| 3Y | +74.9% | -19.8% | +94.7% | +67.0% |
| 5Y | +59.9% | +3.1% | +56.9% | +39.5% |
| 10Y | +224.6% | +682.9% | -458.3% | +102.5% |
| All | +224.6% | +686.1% | -461.5% | +102.5% |
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