+2,723.0%
VRT vs WMB
+277.1%
+2,445.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.3% |
| 7D | +9.1% | +0.6% | +8.6% | +8.7% |
| 30D | +0.9% | +3.3% | -2.3% | -1.2% |
| 3M | -13.4% | +3.1% | -16.5% | -15.4% |
| 6M | +11.7% | -0.7% | +12.4% | +11.1% |
| YTD | +73.2% | +25.2% | +48.1% | +50.8% |
| 1Y | +123.4% | +32.9% | +90.6% | +86.6% |
| 3Y | +606.2% | +140.6% | +465.6% | +351.1% |
| 5Y | +899.9% | +273.5% | +626.4% | +404.5% |
| All | +2,723.0% | +277.1% | +2,445.9% | +842.3% |
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 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