-35.0%
WING vs VCLT
-15.5%
-19.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -5.6% | +0.1% | -5.7% | -5.7% |
| 3M | -22.9% | -2.9% | -20.0% | -21.0% |
| 6M | -50.4% | -4.0% | -46.5% | -48.6% |
| YTD | -53.3% | -2.2% | -51.1% | -52.4% |
| 1Y | -61.2% | -2.6% | -58.6% | -60.3% |
| 3Y | -30.1% | +12.3% | -42.3% | -38.1% |
| 5Y | -35.0% | -16.4% | -18.6% | -22.2% |
| All | -35.0% | -15.5% | -19.5% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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