+624.3%
WMB vs VEU
+174.2%
+450.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.2% |
| 7D | -6.9% | +0.5% | -7.4% | -7.5% |
| 30D | -7.2% | -2.3% | -4.9% | -5.0% |
| 3M | -5.4% | -4.4% | -1.0% | -1.2% |
| 6M | -4.9% | -2.2% | -2.7% | -4.3% |
| YTD | +14.7% | +10.9% | +3.8% | -1.0% |
| 1Y | +14.7% | +13.4% | +1.3% | -3.4% |
| 3Y | +116.4% | +69.7% | +46.7% | +13.3% |
| 5Y | +198.5% | +50.0% | +148.6% | +75.6% |
| 10Y | +266.3% | +145.8% | +120.5% | +22.0% |
| All | +624.3% | +174.2% | +450.0% | +105.6% |
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