+285.0%
WMB vs VTR
+88.4%
+196.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | 0.0% | -2.9% | +2.9% | +0.9% |
| 30D | +4.6% | -2.8% | +7.4% | +5.4% |
| 3M | +5.7% | +9.0% | -3.3% | +2.3% |
| 6M | +4.2% | +5.0% | -0.8% | +1.9% |
| YTD | +26.8% | +16.9% | +9.9% | +19.5% |
| 1Y | +34.7% | +34.3% | +0.4% | +20.8% |
| 3Y | +146.8% | +131.6% | +15.2% | +83.3% |
| 5Y | +285.0% | +88.0% | +197.0% | +205.3% |
| All | +285.0% | +88.4% | +196.6% | +205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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