+990.1%
VZ vs WMB
+5,535.5%
-4,545.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.4% |
| 3M | +13.6% | +3.1% | +10.5% | +13.1% |
| 6M | +1.1% | -0.7% | +1.8% | +1.0% |
| YTD | +29.3% | +25.2% | +4.1% | +25.7% |
| 1Y | +21.2% | +32.9% | -11.6% | +16.9% |
| 3Y | +75.9% | +140.6% | -64.7% | +57.3% |
| 5Y | +24.1% | +273.5% | -249.4% | +5.0% |
| 10Y | +62.4% | +334.2% | -271.8% | +31.0% |
| All | +990.1% | +5,535.5% | -4,545.4% | +326.5% |
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