+404.4%
WING vs VIG
+272.2%
+132.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -3.9% | -0.4% | -3.4% | -3.4% |
| 30D | -11.6% | -1.0% | -10.6% | -10.6% |
| 3M | -24.2% | +2.8% | -27.0% | -26.4% |
| 6M | -54.1% | +8.2% | -62.3% | -57.8% |
| YTD | -53.9% | +11.0% | -64.9% | -58.6% |
| 1Y | -64.4% | +16.1% | -80.5% | -69.5% |
| 3Y | -30.2% | +56.2% | -86.4% | -56.2% |
| 5Y | -34.1% | +63.0% | -97.1% | -59.6% |
| 10Y | +342.1% | +241.4% | +100.7% | +30.0% |
| All | +404.4% | +272.2% | +132.2% | +33.6% |
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