-14.4%
WMB vs VCIT
-1.6%
-12.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.0% |
| 7D | -14.2% | +0.5% | -14.6% | -13.5% |
| 30D | -11.2% | +2.1% | -13.3% | -9.0% |
| 3M | -9.9% | -1.6% | -8.3% | -11.5% |
| 6M | -14.4% | -1.6% | -12.8% | -15.6% |
| All | -14.4% | -1.6% | -12.8% | -15.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling