+65.5%
VZ vs WMB
+267.1%
-201.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.1% | -13.8% | +16.0% | +4.2% |
| 30D | +1.4% | -10.3% | +11.7% | +2.7% |
| 3M | -1.3% | -10.1% | +8.8% | -0.1% |
| 6M | -0.5% | -11.8% | +11.3% | +0.9% |
| YTD | +19.6% | +8.9% | +10.7% | +17.5% |
| 1Y | +22.4% | +14.0% | +8.4% | +19.3% |
| 3Y | +55.9% | +100.5% | -44.6% | +38.0% |
| 5Y | +20.4% | +179.5% | -159.1% | +1.2% |
| All | +65.5% | +267.1% | -201.5% | +33.7% |
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