+285.0%
WMB vs VOO
+81.6%
+203.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | 0.0% | -0.4% | +0.3% | +0.2% |
| 30D | +4.6% | -1.4% | +6.0% | +5.4% |
| 3M | +5.7% | +3.7% | +2.0% | +3.3% |
| 6M | +4.2% | +13.0% | -8.8% | -3.4% |
| YTD | +26.8% | +12.4% | +14.4% | +17.8% |
| 1Y | +34.7% | +18.6% | +16.1% | +20.9% |
| 3Y | +146.8% | +78.1% | +68.7% | +72.0% |
| 5Y | +285.0% | +82.3% | +202.8% | +159.1% |
| All | +285.0% | +81.6% | +203.4% | +159.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling