+25.5%
VZ vs WMB
+275.1%
-249.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | +3.3% | +4.6% | +7.2% |
| 3M | +13.6% | +3.1% | +10.5% | +12.9% |
| 6M | +1.1% | -0.7% | +1.8% | +1.0% |
| YTD | +29.3% | +25.2% | +4.1% | +23.7% |
| 1Y | +21.2% | +32.9% | -11.6% | +14.6% |
| 3Y | +75.9% | +140.6% | -64.7% | +40.4% |
| All | +25.5% | +275.1% | -249.6% | -9.2% |
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