+654.4%
VRT vs WMB
+200.5%
+453.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.2% |
| 7D | +10.5% | +7.8% | +2.7% | +4.4% |
| 30D | -9.3% | -5.1% | -4.2% | -4.6% |
| 3M | -29.6% | -4.7% | -24.9% | -26.2% |
| 6M | -45.4% | -7.4% | -38.0% | -42.0% |
| YTD | +24.8% | +17.5% | +7.3% | +10.3% |
| 1Y | +23.6% | +19.5% | +4.1% | +7.6% |
| 3Y | +379.7% | +121.3% | +258.4% | +212.3% |
| All | +654.4% | +200.5% | +453.9% | +389.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling