+420.5%
VUG vs WING
+359.3%
+61.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | +0.1% | -2.3% | +2.4% | +0.5% |
| 30D | -1.7% | -5.6% | +3.9% | -0.9% |
| 3M | +2.8% | -22.9% | +25.7% | +7.2% |
| 6M | +13.6% | -50.4% | +64.0% | +28.6% |
| YTD | +8.1% | -53.3% | +61.4% | +22.4% |
| 1Y | +13.1% | -61.2% | +74.3% | +32.4% |
| 3Y | +87.0% | -30.1% | +117.0% | +79.4% |
| 5Y | +76.0% | -35.0% | +111.0% | +61.8% |
| 10Y | +420.5% | +375.5% | +45.0% | +234.3% |
| All | +420.5% | +359.3% | +61.2% | +234.3% |
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