+14.0%
WMB vs VG
-51.4%
+65.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.0% | -1.3% | -4.8% |
| 7D | -14.2% | -22.0% | +7.8% | -11.7% |
| 30D | -11.2% | -14.7% | +3.5% | -9.6% |
| 3M | -9.9% | -7.1% | -2.8% | -9.2% |
| 6M | -14.4% | -11.2% | -3.2% | -13.7% |
| YTD | +9.2% | +69.8% | -60.6% | +0.3% |
| 1Y | +15.1% | +49.9% | -34.8% | +6.8% |
| All | +14.0% | -51.4% | +65.4% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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