+202.4%
WMB vs VCIT
+3.9%
+198.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.0% |
| 7D | +8.1% | -1.4% | +9.5% | +8.7% |
| 30D | -6.9% | +0.8% | -7.7% | -7.3% |
| 3M | -5.1% | -1.7% | -3.4% | -4.4% |
| 6M | -5.7% | -2.1% | -3.6% | -4.9% |
| YTD | +18.1% | -2.0% | +20.1% | +19.0% |
| 1Y | +18.4% | -1.5% | +19.9% | +19.0% |
| 3Y | +122.7% | +19.0% | +103.7% | +102.1% |
| All | +202.4% | +3.9% | +198.5% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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