+5.2%
VUG vs WING
-23.2%
+28.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +1.4% |
| 7D | -3.0% | +21.0% | -24.0% | -3.9% |
| 30D | -6.4% | +56.9% | -63.3% | -8.6% |
| 3M | -3.2% | +38.4% | -41.6% | -5.0% |
| 6M | +3.1% | +12.0% | -8.9% | +2.5% |
| YTD | +6.3% | -29.2% | +35.5% | +8.6% |
| 1Y | +5.2% | -28.8% | +34.0% | +6.9% |
| All | +5.2% | -23.2% | +28.4% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling