+60.9%
VEA vs WELL
+211.0%
-150.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +0.3% | -1.1% | +1.4% | +0.6% |
| 30D | +0.4% | +0.7% | -0.3% | +0.2% |
| 3M | +4.8% | +14.5% | -9.7% | +0.7% |
| 6M | +11.3% | +14.4% | -3.2% | +6.7% |
| YTD | +17.4% | +28.5% | -11.1% | +8.7% |
| 1Y | +26.2% | +41.8% | -15.6% | +13.1% |
| 3Y | +77.7% | +202.8% | -125.1% | +24.3% |
| 5Y | +60.9% | +208.8% | -147.9% | +9.8% |
| All | +60.9% | +211.0% | -150.1% | +9.8% |
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