+116.4%
WMB vs VEU
+70.5%
+45.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | -6.9% | +0.5% | -7.4% | -7.1% |
| 30D | -7.2% | -2.3% | -4.9% | -6.4% |
| 3M | -5.4% | -4.4% | -1.0% | -4.0% |
| 6M | -4.9% | -2.2% | -2.7% | -4.5% |
| YTD | +14.7% | +10.9% | +3.8% | +7.5% |
| 1Y | +14.7% | +13.4% | +1.3% | +6.2% |
| 3Y | +116.4% | +69.7% | +46.7% | +56.9% |
| All | +116.4% | +70.5% | +45.9% | +56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling