+53.4%
VT vs WING
+7.0%
+46.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -2.9% | -3.9% |
| 7D | -4.2% | +14.0% | -18.2% | -5.7% |
| 30D | -5.8% | +47.7% | -53.5% | -10.4% |
| 3M | -5.2% | +34.2% | -39.4% | -9.2% |
| 6M | +0.1% | +13.6% | -13.4% | -2.5% |
| YTD | +8.2% | -30.0% | +38.3% | +11.3% |
| 1Y | +10.1% | -33.9% | +44.0% | +14.0% |
| 3Y | +69.7% | -18.7% | +88.4% | +60.1% |
| 5Y | +53.4% | +5.5% | +47.8% | +30.8% |
| All | +53.4% | +7.0% | +46.3% | +30.8% |
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