+341.2%
WING vs VT
+224.5%
+116.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.9% | +0.4% | -4.3% | -4.3% |
| 30D | -11.6% | +1.0% | -12.5% | -12.5% |
| 3M | -24.2% | +2.4% | -26.6% | -26.3% |
| 6M | -54.1% | +12.0% | -66.1% | -59.6% |
| YTD | -53.9% | +15.3% | -69.2% | -60.7% |
| 1Y | -64.4% | +22.6% | -86.9% | -71.5% |
| 3Y | -30.2% | +74.7% | -104.9% | -61.7% |
| 5Y | -34.1% | +66.1% | -100.3% | -61.7% |
| All | +341.2% | +224.5% | +116.7% | +29.9% |
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