+852.4%
WMB vs VOO
+795.4%
+57.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.9% |
| 7D | -6.9% | -0.6% | -6.3% | -6.4% |
| 30D | -7.2% | -3.6% | -3.5% | -3.6% |
| 3M | -5.4% | -2.7% | -2.7% | -2.9% |
| 6M | -4.9% | +2.2% | -7.1% | -7.9% |
| YTD | +14.7% | +10.9% | +3.8% | +1.2% |
| 1Y | +14.7% | +11.3% | +3.4% | +0.7% |
| 3Y | +116.4% | +76.9% | +39.5% | +11.5% |
| 5Y | +198.5% | +73.5% | +125.0% | +52.4% |
| 10Y | +266.3% | +307.7% | -41.4% | -42.3% |
| All | +852.4% | +795.4% | +57.0% | -44.2% |
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