+213.2%
WMB vs VTEB
+26.6%
+186.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +0.8% | -0.2% | +1.0% | +1.0% |
| 30D | +7.7% | -1.6% | +9.3% | +9.4% |
| 3M | +6.7% | -2.0% | +8.7% | +8.7% |
| 6M | +3.6% | -1.7% | +5.3% | +5.2% |
| YTD | +28.0% | -0.6% | +28.6% | +28.5% |
| 1Y | +37.6% | +1.8% | +35.8% | +34.8% |
| 3Y | +149.0% | +9.6% | +139.4% | +124.0% |
| 5Y | +285.3% | +2.1% | +283.2% | +276.1% |
| 10Y | +302.1% | +18.9% | +283.1% | +329.5% |
| All | +213.2% | +26.6% | +186.5% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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