+939.3%
WMB vs VOO
+817.1%
+122.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | +3.3% | +0.1% | +3.2% | +3.1% |
| 3M | +3.1% | +2.0% | +1.1% | +0.4% |
| 6M | -0.7% | +13.0% | -13.7% | -13.7% |
| YTD | +25.2% | +13.6% | +11.6% | +7.9% |
| 1Y | +32.9% | +20.1% | +12.8% | +7.6% |
| 3Y | +140.6% | +77.6% | +63.0% | +23.8% |
| 5Y | +273.5% | +82.4% | +191.0% | +79.9% |
| 10Y | +334.2% | +316.8% | +17.4% | -33.0% |
| All | +939.3% | +817.1% | +122.2% | -40.5% |
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