+619.8%
WING vs VT
+222.7%
+397.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.8% |
| 7D | -3.9% | +2.9% | -6.8% | -6.7% |
| 30D | +26.6% | -2.5% | +29.1% | +30.0% |
| 3M | +42.5% | -3.3% | +45.8% | +47.9% |
| 6M | +29.4% | +1.5% | +27.9% | +26.7% |
| YTD | -32.8% | +11.4% | -44.1% | -40.4% |
| 1Y | -33.5% | +11.9% | -45.4% | -41.3% |
| 3Y | -23.4% | +73.9% | -97.3% | -57.9% |
| 5Y | -0.4% | +57.9% | -58.3% | -39.0% |
| All | +619.8% | +222.7% | +397.1% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling