+24.6%
VEA vs WELL
+41.7%
-17.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -2.1% | -2.2% | +0.2% | -2.0% |
| 30D | -1.1% | +4.7% | -5.7% | -1.1% |
| 3M | +5.1% | +11.9% | -6.9% | +4.3% |
| 6M | +9.8% | +14.3% | -4.5% | +8.9% |
| YTD | +15.9% | +28.4% | -12.4% | +14.2% |
| 1Y | +24.6% | +42.3% | -17.7% | +20.2% |
| All | +24.6% | +41.7% | -17.1% | +20.2% |
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