+289.6%
VTI vs WMB
+282.5%
+7.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +2.5% | +7.8% | -5.3% | +0.2% |
| 30D | -1.5% | -5.1% | +3.6% | -0.2% |
| 3M | -3.2% | -4.7% | +1.5% | -2.2% |
| 6M | +2.3% | -7.4% | +9.7% | +3.9% |
| YTD | +11.6% | +17.5% | -5.8% | +4.5% |
| 1Y | +13.8% | +19.5% | -5.7% | +5.8% |
| 3Y | +77.4% | +121.3% | -43.9% | +32.8% |
| 5Y | +64.6% | +200.5% | -136.0% | +10.5% |
| All | +289.6% | +282.5% | +7.1% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling