+13.6%
VUG vs WING
-63.8%
+77.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | -1.4% | -6.0% | +4.6% | -1.2% |
| 3M | +2.3% | -23.5% | +25.8% | +3.6% |
| 6M | +15.7% | -52.0% | +67.7% | +20.8% |
| YTD | +8.6% | -53.8% | +62.4% | +13.5% |
| All | +13.6% | -63.8% | +77.4% | +21.1% |
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 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