-2.7%
WING vs VLTO
+56.1%
-58.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +7.9% |
| 7D | +8.6% | +2.0% | +6.5% | +7.4% |
| 30D | +44.8% | +21.8% | +23.0% | +30.4% |
| 3M | +51.9% | +20.2% | +31.7% | +37.9% |
| 6M | +37.2% | +36.3% | +0.9% | +16.1% |
| YTD | -25.3% | +18.8% | -44.1% | -32.2% |
| 1Y | -25.1% | +20.4% | -45.5% | -32.5% |
| 3Y | -12.9% | +71.9% | -84.8% | -22.8% |
| All | -2.7% | +56.1% | -58.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling