+228.7%
VTV vs WING
+407.7%
-179.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.0% | -5.2% | +0.1% |
| 7D | -1.1% | +7.2% | -8.3% | -1.9% |
| 30D | -1.0% | +4.8% | -5.8% | -1.7% |
| 3M | +4.6% | -23.7% | +28.3% | +7.3% |
| 6M | +13.5% | -43.6% | +57.1% | +19.9% |
| YTD | +18.5% | -50.6% | +69.1% | +26.3% |
| 1Y | +22.9% | -57.0% | +79.9% | +32.7% |
| 3Y | +67.8% | -28.3% | +96.1% | +62.6% |
| 5Y | +81.8% | -32.4% | +114.2% | +71.7% |
| All | +228.7% | +407.7% | -179.0% | +125.1% |
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