+108.3%
V vs WELL
+221.0%
-112.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +9.0% | +5.7% | +3.3% | +7.3% |
| 3M | +16.7% | +4.6% | +12.1% | +15.2% |
| 6M | +33.4% | +11.9% | +21.6% | +29.0% |
| YTD | +22.4% | +33.6% | -11.2% | +11.9% |
| 1Y | +27.7% | +29.8% | -2.1% | +17.6% |
| 3Y | +78.0% | +202.2% | -124.2% | +23.9% |
| All | +108.3% | +221.0% | -112.7% | +41.2% |
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 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