+827.8%
VOO vs WMB
+930.2%
-102.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +0.1% | +3.3% | -3.2% | -0.8% |
| 3M | +2.0% | +3.1% | -1.1% | +1.0% |
| 6M | +13.0% | -0.7% | +13.7% | +12.7% |
| YTD | +13.6% | +25.2% | -11.6% | +7.3% |
| 1Y | +20.1% | +32.9% | -12.8% | +11.7% |
| 3Y | +77.6% | +140.6% | -63.0% | +43.5% |
| 5Y | +82.4% | +273.5% | -191.0% | +33.3% |
| 10Y | +316.8% | +334.2% | -17.4% | +180.9% |
| All | +827.8% | +930.2% | -102.4% | +311.9% |
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