-34.3%
WING vs VO
+43.2%
-77.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | -0.1% | +0.6% | -0.8% | -1.0% |
| 30D | -6.0% | -1.1% | -5.0% | -4.7% |
| 3M | -23.5% | +4.5% | -28.0% | -27.6% |
| 6M | -52.0% | +11.1% | -63.0% | -57.9% |
| YTD | -53.8% | +13.5% | -67.3% | -60.5% |
| 1Y | -63.8% | +14.5% | -78.3% | -69.4% |
| 3Y | -30.8% | +58.1% | -88.9% | -61.6% |
| 5Y | -34.3% | +43.3% | -77.6% | -60.0% |
| All | -34.3% | +43.2% | -77.5% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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