-14.4%
WMB vs VLTO
+32.7%
-47.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.4% |
| 7D | -14.2% | +12.0% | -26.2% | -13.3% |
| 30D | -11.2% | +20.8% | -32.1% | -10.1% |
| 3M | -9.9% | +20.1% | -30.0% | -8.7% |
| 6M | -14.4% | +32.6% | -47.0% | -14.7% |
| All | -14.4% | +32.7% | -47.1% | -14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling