+285.0%
WMB vs ITOT
+73.3%
+211.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | 0.0% | -0.4% | +0.4% | +0.2% |
| 30D | +4.6% | -1.6% | +6.2% | +5.5% |
| 3M | +5.7% | +3.5% | +2.2% | +3.5% |
| 6M | +4.2% | +13.1% | -8.9% | -3.4% |
| YTD | +26.8% | +12.7% | +14.1% | +17.7% |
| 1Y | +34.7% | +18.3% | +16.4% | +21.2% |
| 3Y | +146.8% | +76.4% | +70.4% | +73.8% |
| 5Y | +285.0% | +73.8% | +211.3% | +166.9% |
| All | +285.0% | +73.3% | +211.7% | +166.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling