+792.9%
WMB vs VCIT
+96.6%
+696.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -14.2% | +0.5% | -14.6% | -14.4% |
| 30D | -11.2% | +2.1% | -13.3% | -12.1% |
| 3M | -9.9% | -1.6% | -8.3% | -9.3% |
| 6M | -14.4% | -1.6% | -12.8% | -13.8% |
| YTD | +9.2% | -1.5% | +10.8% | +9.9% |
| 1Y | +15.1% | -0.4% | +15.4% | +15.1% |
| 3Y | +99.2% | +19.6% | +79.6% | +83.1% |
| 5Y | +180.2% | +3.3% | +177.0% | +171.9% |
| 10Y | +273.7% | +28.9% | +244.8% | +275.0% |
| All | +792.9% | +96.6% | +696.3% | +1,198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling