+2,105.6%
WMB vs VUG
+1,251.8%
+853.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +3.3% | -0.3% | +3.6% | +3.4% |
| 3M | +3.1% | -0.7% | +3.8% | +2.6% |
| 6M | -0.7% | +14.6% | -15.3% | -15.5% |
| YTD | +25.2% | +9.0% | +16.1% | +11.6% |
| 1Y | +32.9% | +14.9% | +18.0% | +11.5% |
| 3Y | +140.6% | +86.0% | +54.5% | +14.3% |
| 5Y | +273.5% | +76.7% | +196.8% | +71.3% |
| 10Y | +334.2% | +411.3% | -77.1% | -57.2% |
| All | +2,105.6% | +1,251.8% | +853.8% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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