+18.4%
WMB vs VSH
+97.1%
-78.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.4% | +1.1% |
| 7D | +8.1% | +26.2% | -18.1% | +6.1% |
| 30D | -6.9% | -12.5% | +5.6% | -6.8% |
| 3M | -5.1% | -16.9% | +11.8% | -4.9% |
| 6M | -5.7% | -17.0% | +11.3% | -7.0% |
| YTD | +18.1% | +93.8% | -75.8% | +7.0% |
| 1Y | +18.4% | +99.3% | -80.9% | +6.8% |
| All | +18.4% | +97.1% | -78.7% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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