+150.1%
WMB vs VLTO
+27.2%
+122.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | +0.6% | -2.3% | +2.9% | +0.9% |
| 30D | +3.3% | -0.9% | +4.1% | +3.4% |
| 3M | +3.1% | +13.8% | -10.7% | +0.7% |
| 6M | -0.7% | +2.0% | -2.7% | -1.2% |
| YTD | +25.2% | -3.2% | +28.4% | +25.5% |
| 1Y | +32.9% | -9.2% | +42.0% | +34.8% |
| All | +150.1% | +27.2% | +122.9% | +138.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling