+252.6%
VTV vs WING
+405.9%
-153.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | -0.1% |
| 7D | +0.5% | -3.9% | +4.4% | +1.0% |
| 30D | +1.1% | -11.6% | +12.7% | +2.3% |
| 3M | +5.9% | -24.2% | +30.1% | +8.7% |
| 6M | +11.6% | -54.1% | +65.7% | +21.0% |
| YTD | +19.8% | -53.9% | +73.7% | +29.0% |
| 1Y | +26.2% | -64.4% | +90.6% | +39.6% |
| 3Y | +68.5% | -30.2% | +98.7% | +63.8% |
| 5Y | +79.9% | -34.1% | +114.0% | +70.3% |
| 10Y | +229.7% | +342.1% | -112.5% | +124.1% |
| All | +252.6% | +405.9% | -153.3% | +129.2% |
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