+123.4%
VRT vs WMB
+31.9%
+91.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.3% |
| 7D | +9.1% | +0.6% | +8.6% | +8.8% |
| 30D | +0.9% | +3.3% | -2.3% | -0.5% |
| 3M | -13.4% | +3.1% | -16.5% | -15.0% |
| 6M | +11.7% | -0.7% | +12.4% | +11.1% |
| YTD | +73.2% | +25.2% | +48.1% | +60.3% |
| 1Y | +123.4% | +32.9% | +90.6% | +106.1% |
| All | +123.4% | +31.9% | +91.5% | +106.1% |
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