+129.2%
WMB vs VLTO
+56.3%
+72.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -6.9% | +1.6% | -8.5% | -7.1% |
| 30D | -7.2% | +22.0% | -29.1% | -9.6% |
| 3M | -5.4% | +21.9% | -27.3% | -7.9% |
| 6M | -4.9% | +36.5% | -41.4% | -9.3% |
| YTD | +14.7% | +19.0% | -4.3% | +11.9% |
| 1Y | +14.7% | +21.0% | -6.3% | +11.5% |
| 3Y | +116.4% | +69.9% | +46.5% | +101.6% |
| All | +129.2% | +56.3% | +72.9% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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