+75.7%
V vs WMB
+123.0%
-47.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -0.4% | +8.1% | -8.4% | -1.3% |
| 30D | +6.3% | -6.9% | +13.2% | +7.1% |
| 3M | +17.2% | -5.1% | +22.3% | +17.5% |
| 6M | +29.2% | -5.7% | +35.0% | +29.5% |
| YTD | +20.8% | +18.1% | +2.7% | +15.0% |
| 1Y | +25.0% | +18.4% | +6.6% | +18.8% |
| All | +75.7% | +123.0% | -47.3% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling