+410.7%
VUG vs WING
+685.5%
-274.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | 0.0% |
| 7D | -1.2% | +5.0% | -6.1% | -2.1% |
| 30D | -8.9% | +38.7% | -47.6% | -14.8% |
| 3M | -5.9% | +44.7% | -50.6% | -13.4% |
| 6M | -3.3% | +31.5% | -34.8% | -10.2% |
| YTD | +3.4% | -28.4% | +31.8% | +6.7% |
| 1Y | +1.9% | -28.2% | +30.1% | +4.8% |
| 3Y | +76.9% | -18.4% | +95.3% | +66.9% |
| 5Y | +63.9% | +5.2% | +58.6% | +38.1% |
| 10Y | +396.2% | +699.8% | -303.6% | +184.4% |
| All | +410.7% | +685.5% | -274.9% | +185.2% |
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