+72.6%
VZ vs WING
+620.3%
-547.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -2.5% | +4.0% | +1.5% |
| 30D | +4.4% | +29.5% | -25.2% | +3.7% |
| 3M | -2.4% | +40.2% | -42.5% | -3.2% |
| 6M | +1.4% | +32.7% | -31.3% | +0.5% |
| YTD | +21.4% | -32.8% | +54.2% | +22.1% |
| 1Y | +20.3% | -31.7% | +52.0% | +20.8% |
| 3Y | +57.4% | -24.7% | +82.1% | +55.0% |
| 5Y | +21.9% | -0.5% | +22.4% | +17.0% |
| All | +72.6% | +620.3% | -547.6% | +42.8% |
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 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