+3,310.4%
V vs WMB
+455.6%
+2,854.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.2% | -13.8% | +16.0% | +6.2% |
| 30D | +13.6% | -10.3% | +23.9% | +16.5% |
| 3M | +14.3% | -10.1% | +24.4% | +16.9% |
| 6M | +33.1% | -11.8% | +44.9% | +36.5% |
| YTD | +21.2% | +8.9% | +12.3% | +16.8% |
| 1Y | +26.4% | +14.0% | +12.5% | +20.2% |
| 3Y | +77.6% | +100.5% | -22.9% | +42.4% |
| 5Y | +102.6% | +179.5% | -76.9% | +46.6% |
| 10Y | +464.4% | +272.7% | +191.7% | +254.9% |
| All | +3,310.4% | +455.6% | +2,854.7% | +1,318.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling