+78.1%
VZ vs WING
+656.3%
-578.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.9% |
| 7D | +2.1% | +9.0% | -6.9% | +1.9% |
| 30D | +1.4% | +39.9% | -38.6% | +0.3% |
| 3M | -1.3% | +40.4% | -41.7% | -2.4% |
| 6M | -0.5% | +12.9% | -13.4% | -1.1% |
| YTD | +19.6% | -31.1% | +50.7% | +20.4% |
| 1Y | +22.4% | -32.7% | +55.1% | +23.2% |
| 3Y | +55.9% | -19.8% | +75.7% | +53.0% |
| 5Y | +20.4% | +4.0% | +16.4% | +14.9% |
| 10Y | +66.9% | +684.4% | -617.5% | +31.7% |
| All | +78.1% | +656.3% | -578.2% | +39.8% |
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 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