+5.5%
WING vs VT
+53.2%
-47.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +4.0% |
| 7D | +14.0% | -4.2% | +18.2% | +20.0% |
| 30D | +47.7% | -5.8% | +53.5% | +58.8% |
| 3M | +34.2% | -5.2% | +39.4% | +43.4% |
| 6M | +13.6% | +0.1% | +13.4% | +12.1% |
| YTD | -30.0% | +8.2% | -38.3% | -37.7% |
| 1Y | -33.9% | +10.1% | -44.0% | -42.5% |
| 3Y | -18.7% | +69.7% | -88.4% | -61.5% |
| 5Y | +5.5% | +53.4% | -47.8% | -44.1% |
| All | +5.5% | +53.2% | -47.7% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling