+635.6%
WING vs VIG
+288.7%
+346.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -3.9% | +3.1% | -7.0% | -6.9% |
| 30D | +26.6% | +5.0% | +21.6% | +20.2% |
| 3M | +42.5% | +2.7% | +39.8% | +39.0% |
| 6M | +29.4% | +11.0% | +18.5% | +16.0% |
| YTD | -32.8% | +16.0% | -48.7% | -42.3% |
| 1Y | -33.5% | +16.3% | -49.7% | -43.0% |
| 3Y | -23.4% | +66.8% | -90.2% | -55.1% |
| 5Y | -0.4% | +64.8% | -65.2% | -39.8% |
| 10Y | +647.8% | +263.6% | +384.2% | +106.1% |
| All | +635.6% | +288.7% | +346.8% | +86.5% |
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