+769.3%
VST vs WMB
+275.1%
+494.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | +8.9% | +0.6% | +8.3% | +8.4% |
| 30D | +6.2% | +3.3% | +2.9% | +3.3% |
| 3M | -2.7% | +3.1% | -5.9% | -5.9% |
| 6M | -8.4% | -0.7% | -7.6% | -9.3% |
| YTD | -7.2% | +25.2% | -32.4% | -24.5% |
| 1Y | -20.9% | +32.9% | -53.8% | -39.7% |
| 3Y | +384.0% | +140.6% | +243.4% | +177.3% |
| All | +769.3% | +275.1% | +494.2% | +313.2% |
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 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