-50.0%
VTRS vs WING
+407.7%
-457.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.0% | -5.2% | +0.2% |
| 7D | -2.2% | +7.2% | -9.4% | -2.9% |
| 30D | +3.3% | +4.8% | -1.5% | +2.6% |
| 3M | +2.0% | -23.7% | +25.7% | +4.4% |
| 6M | +19.9% | -43.6% | +63.5% | +26.3% |
| YTD | +35.7% | -50.6% | +86.3% | +44.1% |
| 1Y | +68.1% | -57.0% | +125.1% | +80.7% |
| 3Y | +87.1% | -28.3% | +115.4% | +79.9% |
| 5Y | +47.6% | -32.4% | +80.0% | +37.8% |
| All | -50.0% | +407.7% | -457.7% | -67.3% |
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