+57.8%
VT vs WING
+9.2%
+48.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.8% | +1.6% |
| 7D | +0.4% | +8.6% | -8.2% | -0.6% |
| 30D | -2.6% | +44.8% | -47.4% | -7.1% |
| 3M | -3.2% | +51.9% | -55.2% | -8.7% |
| 6M | +0.9% | +37.2% | -36.3% | -4.1% |
| YTD | +11.3% | -25.3% | +36.6% | +13.6% |
| 1Y | +14.0% | -25.1% | +39.1% | +16.0% |
| 3Y | +75.8% | -12.9% | +88.8% | +64.5% |
| 5Y | +57.8% | +12.0% | +45.8% | +33.9% |
| All | +57.8% | +9.2% | +48.7% | +33.9% |
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