+12.0%
WING price history and return analytics
+57.4%
-45.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +5.1% |
| 7D | +8.6% | +0.4% | +8.2% | +8.0% |
| 30D | +44.8% | -2.6% | +47.4% | +49.4% |
| 3M | +51.9% | -3.2% | +55.2% | +58.4% |
| 6M | +37.2% | +0.9% | +36.3% | +34.5% |
| YTD | -25.3% | +11.3% | -36.6% | -35.6% |
| 1Y | -25.1% | +14.0% | -39.1% | -37.5% |
| 3Y | -12.9% | +75.8% | -88.8% | -60.6% |
| 5Y | +12.0% | +57.8% | -45.8% | -42.4% |
| All | +12.0% | +57.4% | -45.4% | -42.4% |
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