+25.8%
V vs WELL
+31.0%
-5.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +0.8% | +3.0% | -2.2% | +0.6% |
| 30D | +9.9% | +10.2% | -0.3% | +9.5% |
| 3M | +17.5% | +6.1% | +11.4% | +17.1% |
| 6M | +33.5% | +16.6% | +16.8% | +33.0% |
| YTD | +21.6% | +35.3% | -13.8% | +26.1% |
| All | +25.8% | +31.0% | -5.2% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling