+75.6%
IVV vs WMB
+204.0%
-128.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.7% |
| 7D | -0.9% | +1.6% | -2.5% | -1.3% |
| 30D | -2.3% | -7.1% | +4.7% | -0.6% |
| 3M | -1.2% | -4.0% | +2.8% | -0.5% |
| 6M | +3.3% | -5.7% | +9.0% | +4.1% |
| YTD | +12.3% | +17.2% | -4.9% | +4.9% |
| 1Y | +12.5% | +17.2% | -4.7% | +5.0% |
| 3Y | +79.2% | +121.1% | -41.9% | +30.0% |
| 5Y | +75.6% | +197.2% | -121.5% | +15.8% |
| All | +75.6% | +204.0% | -128.4% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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