+68.2%
IVV vs WELL
+227.0%
-158.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.7% | +4.4% | -7.1% | -3.8% |
| 30D | -5.4% | +10.8% | -16.2% | -8.0% |
| 3M | -4.1% | +4.2% | -8.3% | -5.3% |
| 6M | +0.7% | +14.0% | -13.3% | -3.3% |
| YTD | +8.7% | +33.4% | -24.7% | -0.8% |
| 1Y | +11.0% | +32.4% | -21.4% | +1.3% |
| 3Y | +75.4% | +194.7% | -119.3% | +20.1% |
| All | +68.2% | +227.0% | -158.8% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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