+838.1%
WMB vs VOO
+798.5%
+39.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.3% | +1.3% |
| 7D | -6.7% | +0.1% | -6.7% | -6.8% |
| 30D | -8.6% | -3.3% | -5.2% | -5.4% |
| 3M | -4.9% | -2.4% | -2.5% | -2.7% |
| 6M | -6.3% | +2.6% | -8.9% | -9.6% |
| YTD | +13.0% | +11.3% | +1.7% | -0.6% |
| 1Y | +14.9% | +13.4% | +1.5% | -1.1% |
| 3Y | +113.4% | +80.3% | +33.1% | +7.7% |
| 5Y | +190.2% | +72.7% | +117.4% | +49.2% |
| 10Y | +259.9% | +310.0% | -50.2% | -43.7% |
| All | +838.1% | +798.5% | +39.6% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling