+26.0%
V vs WMB
+14.7%
+11.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.5% |
| 7D | +0.8% | -6.9% | +7.7% | 0.0% |
| 30D | +9.9% | -7.2% | +17.1% | +9.0% |
| 3M | +17.5% | -5.4% | +22.9% | +16.7% |
| 6M | +33.5% | -4.9% | +38.3% | +32.4% |
| YTD | +21.6% | +14.7% | +6.9% | +23.1% |
| All | +26.0% | +14.7% | +11.3% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling