-35.0%
WING vs VOO
+81.6%
-116.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | -2.3% | -0.4% | -1.9% | -1.9% |
| 30D | -5.6% | -1.4% | -4.3% | -3.9% |
| 3M | -22.9% | +3.7% | -26.6% | -26.6% |
| 6M | -50.4% | +13.0% | -63.5% | -57.8% |
| YTD | -53.3% | +12.4% | -65.8% | -59.9% |
| 1Y | -61.2% | +18.6% | -79.8% | -68.9% |
| 3Y | -30.1% | +78.1% | -108.1% | -67.6% |
| 5Y | -35.0% | +82.3% | -117.3% | -71.1% |
| All | -35.0% | +81.6% | -116.6% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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