+14.7%
WMB vs VIG
+17.3%
-2.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.3% | +1.5% |
| 7D | -6.9% | +1.0% | -7.9% | -6.8% |
| 30D | -7.2% | +4.5% | -11.7% | -7.3% |
| 3M | -5.4% | +2.1% | -7.5% | -5.5% |
| 6M | -4.9% | +10.5% | -15.3% | -5.7% |
| YTD | +14.7% | +15.1% | -0.4% | +12.3% |
| 1Y | +14.7% | +16.9% | -2.2% | +11.6% |
| All | +14.7% | +17.3% | -2.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling