-28.3%
WING vs VYM
+65.1%
-93.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.7% | +5.3% | +5.3% |
| 7D | +7.2% | -0.8% | +8.0% | +8.0% |
| 30D | +4.8% | -2.2% | +7.0% | +7.1% |
| 3M | -23.7% | +3.1% | -26.7% | -25.8% |
| 6M | -43.6% | +9.7% | -53.3% | -48.3% |
| YTD | -50.6% | +14.9% | -65.5% | -56.4% |
| 1Y | -57.0% | +17.6% | -74.6% | -62.9% |
| 3Y | -28.3% | +65.3% | -93.6% | -53.1% |
| All | -28.3% | +65.1% | -93.3% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling