+402.8%
VUG vs WING
+620.3%
-217.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.5% | -2.5% | +5.0% | +2.9% |
| 30D | -6.3% | +29.5% | -35.8% | -11.3% |
| 3M | -6.0% | +40.2% | -46.2% | -13.2% |
| 6M | -3.5% | +32.7% | -36.3% | -10.9% |
| YTD | +3.9% | -32.8% | +36.7% | +8.7% |
| 1Y | +5.1% | -31.7% | +36.8% | +9.2% |
| 3Y | +77.9% | -24.7% | +102.6% | +69.6% |
| 5Y | +62.4% | -0.5% | +62.9% | +36.3% |
| All | +402.8% | +620.3% | -217.4% | +197.5% |
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