+1,146.4%
WMB vs VWO
+328.1%
+818.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | +0.6% | +1.1% | -0.5% | -0.3% |
| 30D | +3.3% | +2.4% | +0.9% | +1.1% |
| 3M | +3.1% | +2.0% | +1.1% | +0.7% |
| 6M | -0.7% | +10.7% | -11.4% | -10.3% |
| YTD | +25.2% | +14.4% | +10.7% | +9.6% |
| 1Y | +32.9% | +22.7% | +10.2% | +9.4% |
| 3Y | +140.6% | +64.2% | +76.4% | +51.6% |
| 5Y | +273.5% | +35.8% | +237.7% | +170.3% |
| 10Y | +334.2% | +114.7% | +219.5% | +106.2% |
| All | +1,146.4% | +328.1% | +818.3% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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