+21.2%
VZ vs WING
+8.7%
+12.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +0.6% |
| 7D | +2.4% | +5.0% | -2.6% | +2.3% |
| 30D | +11.2% | +38.7% | -27.5% | +10.9% |
| 3M | 0.0% | +44.7% | -44.7% | -0.3% |
| 6M | +1.3% | +31.5% | -30.2% | +1.0% |
| YTD | +21.3% | -28.4% | +49.7% | +21.5% |
| 1Y | +23.9% | -28.2% | +52.1% | +24.2% |
| 3Y | +57.7% | -18.4% | +76.1% | +54.2% |
| 5Y | +21.2% | +5.2% | +16.0% | +9.0% |
| All | +21.2% | +8.7% | +12.5% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling