+79.8%
VZ vs WING
+667.7%
-587.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +5.6% | +14.0% | -8.4% | +5.2% |
| 30D | +1.9% | +47.7% | -45.8% | +0.6% |
| 3M | +0.8% | +34.2% | -33.4% | -0.2% |
| 6M | +0.6% | +13.6% | -12.9% | 0.0% |
| YTD | +20.8% | -30.0% | +50.8% | +21.5% |
| 1Y | +23.9% | -33.9% | +57.9% | +24.9% |
| 3Y | +55.7% | -18.7% | +74.4% | +52.8% |
| 5Y | +21.5% | +5.5% | +16.0% | +16.0% |
| 10Y | +68.5% | +696.2% | -627.7% | +32.9% |
| All | +79.8% | +667.7% | -587.9% | +41.1% |
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