+313.2%
WMB vs VEU
+150.1%
+163.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.2% |
| 7D | 0.0% | +0.3% | -0.3% | -0.3% |
| 30D | +4.6% | +0.7% | +3.9% | +3.8% |
| 3M | +5.7% | +4.7% | +1.1% | +0.8% |
| 6M | +4.2% | +11.6% | -7.4% | -7.5% |
| YTD | +26.8% | +16.8% | +10.0% | +7.4% |
| 1Y | +34.7% | +24.9% | +9.8% | +6.7% |
| 3Y | +146.8% | +75.7% | +71.1% | +36.8% |
| 5Y | +285.0% | +56.1% | +228.9% | +139.3% |
| 10Y | +313.2% | +153.6% | +159.6% | +43.5% |
| All | +313.2% | +150.1% | +163.1% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling