+98.1%
VTR vs WING
+405.9%
-307.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.9% |
| 7D | -1.7% | -3.9% | +2.2% | -1.2% |
| 30D | -2.4% | -11.6% | +9.1% | -1.0% |
| 3M | +14.8% | -24.2% | +39.0% | +18.6% |
| 6M | +5.3% | -54.1% | +59.4% | +16.1% |
| YTD | +18.1% | -53.9% | +72.0% | +28.9% |
| 1Y | +36.7% | -64.4% | +101.1% | +54.4% |
| 3Y | +130.1% | -30.2% | +160.3% | +116.0% |
| 5Y | +89.5% | -34.1% | +123.6% | +72.4% |
| 10Y | +87.4% | +342.1% | -254.8% | +9.6% |
| All | +98.1% | +405.9% | -307.8% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling