+34.7%
WMB vs VOO
+18.9%
+15.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | 0.0% | -0.4% | +0.3% | 0.0% |
| 30D | +4.6% | -1.4% | +6.0% | +4.6% |
| 3M | +5.7% | +3.7% | +2.0% | +5.7% |
| 6M | +4.2% | +13.0% | -8.8% | +2.9% |
| YTD | +26.8% | +12.4% | +14.4% | +25.0% |
| 1Y | +34.7% | +18.6% | +16.1% | +36.6% |
| All | +34.7% | +18.9% | +15.8% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling