+3,313.2%
V vs WMB
+485.0%
+2,828.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.2% |
| 7D | +0.6% | -6.9% | +7.5% | +2.4% |
| 30D | +9.7% | -7.2% | +16.9% | +11.5% |
| 3M | +17.3% | -5.4% | +22.7% | +18.4% |
| 6M | +33.2% | -4.9% | +38.1% | +33.8% |
| YTD | +21.3% | +14.7% | +6.6% | +15.3% |
| 1Y | +27.3% | +14.7% | +12.6% | +20.8% |
| 3Y | +76.1% | +116.4% | -40.3% | +38.3% |
| 5Y | +103.5% | +198.5% | -95.1% | +44.6% |
| 10Y | +454.5% | +266.3% | +188.2% | +250.0% |
| All | +3,313.2% | +485.0% | +2,828.2% | +1,299.9% |
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