+690.3%
WMB vs VEU
+192.1%
+498.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.4% |
| 7D | +0.6% | +1.1% | -0.6% | -0.7% |
| 30D | +3.3% | +2.2% | +1.1% | +0.6% |
| 3M | +3.1% | +3.0% | +0.1% | -1.2% |
| 6M | -0.7% | +10.9% | -11.6% | -13.4% |
| YTD | +25.2% | +18.2% | +7.0% | +1.2% |
| 1Y | +32.9% | +28.3% | +4.6% | -2.2% |
| 3Y | +140.6% | +74.6% | +65.9% | +22.6% |
| 5Y | +273.5% | +56.4% | +217.1% | +110.6% |
| 10Y | +334.2% | +153.0% | +181.2% | +41.0% |
| All | +690.3% | +192.1% | +498.2% | +110.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling