-36.2%
WING vs VIG
+61.5%
-97.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.6% |
| 7D | +0.2% | -2.2% | +2.4% | +3.4% |
| 30D | -0.5% | -3.2% | +2.8% | +4.3% |
| 3M | -23.9% | +3.0% | -26.9% | -27.0% |
| 6M | -48.9% | +8.1% | -57.0% | -54.2% |
| YTD | -53.3% | +9.1% | -62.4% | -58.6% |
| 1Y | -60.3% | +12.6% | -72.9% | -66.3% |
| 3Y | -30.1% | +55.4% | -85.5% | -63.4% |
| 5Y | -36.2% | +62.8% | -99.0% | -69.0% |
| All | -36.2% | +61.5% | -97.6% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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