+259.9%
WMB price history and return analytics
+223.7%
+36.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.3% |
| 7D | -6.7% | +0.4% | -7.0% | -7.0% |
| 30D | -8.6% | -2.6% | -6.0% | -6.4% |
| 3M | -4.9% | -3.2% | -1.7% | -2.2% |
| 6M | -6.3% | +0.9% | -7.2% | -7.9% |
| YTD | +13.0% | +11.3% | +1.7% | +0.4% |
| 1Y | +14.9% | +14.0% | +0.9% | -0.3% |
| 3Y | +113.4% | +75.8% | +37.5% | +18.2% |
| 5Y | +190.2% | +57.8% | +132.3% | +78.0% |
| 10Y | +259.9% | +219.8% | +40.1% | -7.5% |
| All | +259.9% | +223.7% | +36.2% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling