+285.0%
WMB vs VSXY
+19.3%
+265.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | -0.7% |
| 7D | 0.0% | -10.7% | +10.7% | +0.6% |
| 30D | +4.6% | -24.3% | +28.9% | +6.1% |
| 3M | +5.7% | +1.0% | +4.7% | +5.5% |
| 6M | +4.2% | +57.4% | -53.2% | +0.6% |
| YTD | +26.8% | +39.8% | -12.9% | +23.0% |
| 1Y | +34.7% | +196.5% | -161.8% | +23.6% |
| 3Y | +146.8% | +357.2% | -210.4% | +108.7% |
| 5Y | +285.0% | +18.9% | +266.1% | +259.9% |
| All | +285.0% | +19.3% | +265.7% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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