+6.8%
VRT vs WMB
+14.6%
-7.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.7% | +5.9% | +6.5% |
| 7D | -10.6% | -6.7% | -3.9% | -4.7% |
| 30D | -17.4% | -8.6% | -8.9% | -10.6% |
| 3M | -26.4% | -4.9% | -21.5% | -21.9% |
| 6M | -41.0% | -6.3% | -34.7% | -37.9% |
| YTD | +23.8% | +13.0% | +10.8% | +15.5% |
| All | +6.8% | +14.6% | -7.7% | -0.2% |
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 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