+11.3%
VOO vs WMB
+16.3%
-5.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.4% |
| 7D | -0.6% | -6.9% | +6.3% | -0.7% |
| 30D | -3.6% | -7.2% | +3.5% | -3.7% |
| 3M | -2.7% | -5.4% | +2.7% | -2.7% |
| 6M | +2.2% | -4.9% | +7.1% | +1.8% |
| YTD | +10.9% | +14.7% | -3.8% | +9.3% |
| 1Y | +11.3% | +14.7% | -3.4% | +9.6% |
| All | +11.3% | +16.3% | -5.0% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling