+918.2%
VZ vs WMB
+4,818.6%
-3,900.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | +0.5% |
| 7D | +5.6% | -14.2% | +19.8% | +7.5% |
| 30D | +1.9% | -11.2% | +13.1% | +3.1% |
| 3M | +0.8% | -9.9% | +10.7% | +1.8% |
| 6M | +0.6% | -14.4% | +15.0% | +2.1% |
| YTD | +20.8% | +9.2% | +11.5% | +19.1% |
| 1Y | +23.9% | +15.1% | +8.9% | +21.4% |
| 3Y | +55.7% | +99.2% | -43.5% | +42.1% |
| 5Y | +21.5% | +180.2% | -158.7% | +6.2% |
| 10Y | +68.5% | +273.7% | -205.3% | +38.1% |
| All | +918.2% | +4,818.6% | -3,900.3% | +304.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling