+294.5%
VTI vs WMB
+304.7%
-10.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.3% |
| 7D | -2.0% | -1.7% | -0.4% | -1.5% |
| 30D | -1.9% | +0.7% | -2.7% | -2.3% |
| 3M | +4.5% | +1.5% | +3.0% | +3.6% |
| 6M | +12.6% | +0.1% | +12.5% | +11.8% |
| YTD | +12.0% | +22.9% | -10.9% | +3.8% |
| 1Y | +17.3% | +27.9% | -10.5% | +7.0% |
| 3Y | +75.3% | +139.1% | -63.8% | +28.5% |
| 5Y | +74.0% | +270.9% | -196.9% | +9.5% |
| All | +294.5% | +304.7% | -10.2% | +126.0% |
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