+21.5%
VZ vs WMB
+180.0%
-158.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | +0.7% |
| 7D | +5.6% | -14.2% | +19.8% | +8.1% |
| 30D | +1.9% | -11.2% | +13.1% | +3.6% |
| 3M | +0.8% | -9.9% | +10.7% | +2.1% |
| 6M | +0.6% | -14.4% | +15.0% | +2.8% |
| YTD | +20.8% | +9.2% | +11.5% | +17.7% |
| 1Y | +23.9% | +15.1% | +8.9% | +19.5% |
| 3Y | +55.7% | +99.2% | -43.5% | +27.6% |
| 5Y | +21.5% | +180.2% | -158.7% | -8.6% |
| All | +21.5% | +180.0% | -158.4% | -8.6% |
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