+60.9%
VEA vs WMB
+285.8%
-224.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | +0.4% | +4.6% | -4.2% | -0.9% |
| 3M | +4.8% | +5.7% | -0.9% | +2.9% |
| 6M | +11.3% | +4.2% | +7.1% | +9.3% |
| YTD | +17.4% | +26.8% | -9.5% | +8.7% |
| 1Y | +26.2% | +34.7% | -8.5% | +14.3% |
| 3Y | +77.7% | +146.8% | -69.1% | +28.4% |
| 5Y | +60.9% | +285.0% | -224.1% | +3.2% |
| All | +60.9% | +285.8% | -224.9% | +3.2% |
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