-57.0%
WING vs VYM
+18.4%
-75.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.7% | +5.3% | +5.1% |
| 7D | +7.2% | -0.8% | +8.0% | +8.3% |
| 30D | +4.8% | -2.2% | +7.0% | +7.8% |
| 3M | -23.7% | +3.1% | -26.7% | -26.8% |
| 6M | -43.6% | +9.7% | -53.3% | -50.3% |
| YTD | -50.6% | +14.9% | -65.5% | -59.1% |
| 1Y | -57.0% | +17.6% | -74.6% | -67.5% |
| All | -57.0% | +18.4% | -75.5% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling