+265.8%
WMB vs VNQ
+7.0%
+258.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.4% |
| 7D | -1.0% | -1.3% | +0.2% | -0.4% |
| 30D | -0.4% | -2.6% | +2.1% | +0.8% |
| 3M | +3.2% | -2.0% | +5.2% | +4.1% |
| 6M | +0.1% | +4.3% | -4.3% | -2.5% |
| YTD | +23.9% | +9.2% | +14.6% | +17.6% |
| 1Y | +27.6% | +5.6% | +22.0% | +23.3% |
| 3Y | +141.9% | +30.8% | +111.1% | +106.1% |
| All | +265.8% | +7.0% | +258.8% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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