+108.3%
V vs WMB
+200.5%
-92.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +0.9% | +7.8% | -6.9% | -0.7% |
| 30D | +9.0% | -5.1% | +14.1% | +9.8% |
| 3M | +16.7% | -4.7% | +21.4% | +17.3% |
| 6M | +33.4% | -7.4% | +40.8% | +34.7% |
| YTD | +22.4% | +17.5% | +4.9% | +15.1% |
| 1Y | +27.7% | +19.5% | +8.2% | +19.3% |
| 3Y | +78.0% | +121.3% | -43.3% | +33.7% |
| All | +108.3% | +200.5% | -92.2% | +39.8% |
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