-19.8%
WING vs VLTO
+69.5%
-89.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -1.9% | -1.8% |
| 7D | +9.0% | +5.4% | +3.7% | +5.8% |
| 30D | +39.9% | +22.3% | +17.6% | +24.1% |
| 3M | +40.4% | +19.6% | +20.8% | +26.2% |
| 6M | +12.9% | +35.2% | -22.3% | -6.3% |
| YTD | -31.1% | +17.9% | -48.9% | -37.9% |
| 1Y | -32.7% | +19.5% | -52.2% | -39.9% |
| 3Y | -19.8% | +73.9% | -93.7% | -30.8% |
| All | -19.8% | +69.5% | -89.3% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling