+404.4%
WING vs VO
+203.1%
+201.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.8% |
| 7D | -3.9% | -0.3% | -3.6% | -3.6% |
| 30D | -11.6% | -0.3% | -11.2% | -11.2% |
| 3M | -24.2% | +2.9% | -27.1% | -26.4% |
| 6M | -54.1% | +9.3% | -63.4% | -58.1% |
| YTD | -53.9% | +14.2% | -68.1% | -59.7% |
| 1Y | -64.4% | +15.3% | -79.6% | -69.1% |
| 3Y | -30.2% | +56.2% | -86.4% | -55.6% |
| 5Y | -34.1% | +42.4% | -76.6% | -53.4% |
| 10Y | +342.1% | +194.7% | +147.4% | +57.8% |
| All | +404.4% | +203.1% | +201.3% | +74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling