+809.0%
VOO vs WMB
+829.9%
-21.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.3% | +1.5% |
| 7D | +0.1% | -6.7% | +6.7% | +1.5% |
| 30D | -3.3% | -8.6% | +5.2% | -1.6% |
| 3M | -2.4% | -4.9% | +2.5% | -1.6% |
| 6M | +2.6% | -6.3% | +8.9% | +3.5% |
| YTD | +11.3% | +13.0% | -1.7% | +7.3% |
| 1Y | +13.4% | +14.9% | -1.5% | +8.9% |
| 3Y | +80.3% | +113.4% | -33.1% | +49.4% |
| 5Y | +72.7% | +190.2% | -117.4% | +33.0% |
| 10Y | +310.0% | +259.9% | +50.2% | +186.2% |
| All | +809.0% | +829.9% | -21.0% | +311.8% |
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