+88.0%
VTR vs WING
-33.6%
+121.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.6% |
| 7D | -2.9% | -2.3% | -0.6% | -2.8% |
| 30D | -2.8% | -5.6% | +2.8% | -2.5% |
| 3M | +9.0% | -22.9% | +31.9% | +10.4% |
| 6M | +5.0% | -50.4% | +55.4% | +9.0% |
| YTD | +16.9% | -53.3% | +70.3% | +21.4% |
| 1Y | +34.3% | -61.2% | +95.5% | +41.0% |
| 3Y | +131.6% | -30.1% | +161.6% | +118.1% |
| 5Y | +88.0% | -35.0% | +123.0% | +70.8% |
| All | +88.0% | -33.6% | +121.6% | +70.8% |
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