+635.2%
WING vs VIG
+288.8%
+346.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | -2.5% | +3.5% | -6.0% | -6.0% |
| 30D | +29.5% | +4.9% | +24.6% | +23.1% |
| 3M | +40.2% | +2.5% | +37.7% | +37.0% |
| 6M | +32.7% | +11.0% | +21.7% | +18.9% |
| YTD | -32.8% | +16.0% | -48.8% | -42.3% |
| 1Y | -31.7% | +17.5% | -49.3% | -42.2% |
| 3Y | -24.7% | +67.0% | -91.7% | -55.9% |
| 5Y | -0.5% | +64.8% | -65.3% | -39.9% |
| 10Y | +647.5% | +263.6% | +383.9% | +106.0% |
| All | +635.2% | +288.8% | +346.5% | +86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling