+278.8%
WMB vs VO
+42.6%
+236.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +0.6% | -0.3% | +0.8% | +0.7% |
| 30D | +3.3% | -0.3% | +3.6% | +3.4% |
| 3M | +3.1% | +2.9% | +0.2% | +1.1% |
| 6M | -0.7% | +9.3% | -10.1% | -6.4% |
| YTD | +25.2% | +14.2% | +11.0% | +14.5% |
| 1Y | +32.9% | +15.3% | +17.6% | +20.7% |
| 3Y | +140.6% | +56.2% | +84.3% | +80.0% |
| All | +278.8% | +42.6% | +236.1% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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