+20.2%
VZ vs WMB
+178.0%
-157.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.1% | -13.8% | +16.0% | +4.5% |
| 30D | +1.4% | -10.3% | +11.7% | +2.9% |
| 3M | -1.3% | -10.1% | +8.8% | 0.0% |
| 6M | -0.5% | -11.8% | +11.3% | +1.0% |
| YTD | +19.6% | +8.9% | +10.7% | +16.6% |
| 1Y | +22.4% | +14.0% | +8.4% | +18.2% |
| 3Y | +55.9% | +100.5% | -44.6% | +27.5% |
| All | +20.2% | +178.0% | -157.7% | -9.8% |
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