+361.8%
VRT vs WMB
+97.7%
+264.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.7% |
| 7D | -21.4% | -13.8% | -7.5% | -8.6% |
| 30D | -25.8% | -10.3% | -15.5% | -16.8% |
| 3M | -33.5% | -10.1% | -23.5% | -25.8% |
| 6M | -49.0% | -11.8% | -37.2% | -42.8% |
| YTD | +12.9% | +8.9% | +4.0% | +1.7% |
| 1Y | 0.0% | +14.0% | -13.9% | -14.4% |
| 3Y | +361.8% | +100.5% | +261.3% | +255.1% |
| All | +361.8% | +97.7% | +264.1% | +255.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling