+438.3%
VUG vs WING
+405.9%
+32.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.1% | -3.9% | +3.8% | +0.6% |
| 30D | -0.3% | -11.6% | +11.3% | +1.7% |
| 3M | -0.7% | -24.2% | +23.5% | +3.8% |
| 6M | +14.6% | -54.1% | +68.7% | +31.3% |
| YTD | +9.0% | -53.9% | +62.9% | +23.4% |
| 1Y | +14.9% | -64.4% | +79.2% | +36.3% |
| 3Y | +86.0% | -30.2% | +116.2% | +79.6% |
| 5Y | +76.7% | -34.1% | +110.8% | +63.7% |
| 10Y | +411.3% | +342.1% | +69.2% | +228.6% |
| All | +438.3% | +405.9% | +32.5% | +229.8% |
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