+71.6%
VZ vs WING
+686.1%
-614.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.7% |
| 7D | +0.9% | -0.5% | +1.5% | +0.9% |
| 30D | +8.9% | +32.3% | -23.4% | +8.2% |
| 3M | +0.1% | +50.2% | -50.0% | -0.9% |
| 6M | +1.9% | +31.7% | -29.8% | +1.1% |
| YTD | +22.0% | -29.6% | +51.6% | +22.6% |
| 1Y | +22.1% | -29.7% | +51.8% | +22.6% |
| 3Y | +58.7% | -19.8% | +78.5% | +56.1% |
| 5Y | +22.3% | +3.1% | +19.3% | +17.3% |
| 10Y | +71.6% | +682.9% | -611.3% | +42.5% |
| All | +71.6% | +686.1% | -614.5% | +42.5% |
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