+22.4%
VZ vs WING
-35.4%
+57.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -1.0% |
| 7D | +2.1% | +9.0% | -6.9% | +2.4% |
| 30D | +1.4% | +39.9% | -38.6% | +2.5% |
| 3M | -1.3% | +40.4% | -41.7% | 0.0% |
| 6M | -0.5% | +12.9% | -13.4% | +0.3% |
| YTD | +19.6% | -31.1% | +50.7% | +17.3% |
| 1Y | +22.4% | -32.7% | +55.1% | +19.9% |
| All | +22.4% | -35.4% | +57.8% | +19.9% |
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