+200.8%
WMB vs ITOT
+63.9%
+136.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +7.8% | +2.5% | +5.3% | +6.4% |
| 30D | -5.1% | -1.7% | -3.4% | -4.2% |
| 3M | -4.7% | -3.4% | -1.4% | -2.9% |
| 6M | -7.4% | +2.1% | -9.5% | -8.8% |
| YTD | +17.5% | +11.5% | +6.0% | +9.6% |
| 1Y | +19.5% | +13.6% | +5.9% | +10.2% |
| 3Y | +121.3% | +77.2% | +44.1% | +54.9% |
| All | +200.8% | +63.9% | +136.9% | +114.8% |
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