+281.4%
WMB vs VOO
+309.6%
-28.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +7.8% | +2.6% | +5.2% | +5.6% |
| 30D | -5.1% | -2.0% | -3.1% | -3.5% |
| 3M | -4.7% | -2.8% | -2.0% | -2.6% |
| 6M | -7.4% | +2.2% | -9.6% | -9.6% |
| YTD | +17.5% | +11.5% | +5.9% | +5.8% |
| 1Y | +19.5% | +13.5% | +6.0% | +5.9% |
| 3Y | +121.3% | +78.1% | +43.2% | +28.8% |
| 5Y | +200.5% | +73.1% | +127.4% | +76.8% |
| All | +281.4% | +309.6% | -28.3% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling