-12.5%
WING vs VLTO
+56.4%
-68.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.4% |
| 7D | -2.5% | +1.0% | -3.5% | -3.0% |
| 30D | +29.5% | +17.5% | +12.1% | +19.0% |
| 3M | +40.2% | +21.4% | +18.8% | +26.6% |
| 6M | +32.7% | +38.1% | -5.4% | +11.5% |
| YTD | -32.8% | +19.0% | -51.8% | -39.1% |
| 1Y | -31.7% | +20.7% | -52.4% | -38.5% |
| 3Y | -24.7% | +64.3% | -89.0% | -33.4% |
| All | -12.5% | +56.4% | -68.9% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling