+198.5%
WMB vs VEU
+48.8%
+149.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.9% |
| 7D | -6.9% | +0.5% | -7.4% | -7.2% |
| 30D | -7.2% | -2.3% | -4.9% | -6.1% |
| 3M | -5.4% | -4.4% | -1.0% | -3.4% |
| 6M | -4.9% | -2.2% | -2.7% | -4.4% |
| YTD | +14.7% | +10.9% | +3.8% | +6.2% |
| 1Y | +14.7% | +13.4% | +1.3% | +4.8% |
| 3Y | +116.4% | +69.7% | +46.7% | +50.3% |
| 5Y | +198.5% | +50.0% | +148.6% | +117.8% |
| All | +198.5% | +48.8% | +149.7% | +117.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling