+454.5%
V vs WELL
+457.6%
-3.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.6% | +2.7% | -2.1% | -0.2% |
| 30D | +9.7% | +9.8% | -0.1% | +6.6% |
| 3M | +17.3% | +5.8% | +11.5% | +15.1% |
| 6M | +33.2% | +16.2% | +17.0% | +26.7% |
| YTD | +21.3% | +34.9% | -13.5% | +9.7% |
| 1Y | +27.3% | +31.0% | -3.7% | +16.0% |
| 3Y | +76.1% | +205.4% | -129.3% | +21.2% |
| 5Y | +103.5% | +220.8% | -117.4% | +35.8% |
| 10Y | +454.5% | +471.8% | -17.4% | +214.9% |
| All | +454.5% | +457.6% | -3.1% | +214.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling