+295.5%
WMB vs ITOT
+303.4%
-7.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -1.8% | -0.9% | -0.8% | -1.0% |
| 30D | -1.2% | -1.5% | +0.3% | 0.0% |
| 3M | +2.5% | +3.6% | -1.1% | -0.9% |
| 6M | -0.7% | +13.7% | -14.3% | -11.8% |
| YTD | +23.0% | +12.9% | +10.0% | +9.6% |
| 1Y | +26.7% | +17.2% | +9.5% | +9.0% |
| 3Y | +140.2% | +75.6% | +64.5% | +41.0% |
| 5Y | +271.1% | +75.5% | +195.6% | +113.2% |
| All | +295.5% | +303.4% | -7.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling