+53.7%
VEA vs WELL
+225.4%
-171.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | -0.9% | +6.8% | -7.7% | -2.6% |
| 3M | -5.0% | +6.7% | -11.8% | -6.8% |
| 6M | 0.0% | +13.8% | -13.8% | -3.9% |
| YTD | +12.2% | +33.8% | -21.6% | +2.4% |
| 1Y | +14.7% | +29.6% | -14.9% | +5.6% |
| 3Y | +73.2% | +203.1% | -129.9% | +19.6% |
| 5Y | +53.7% | +223.8% | -170.2% | +2.0% |
| All | +53.7% | +225.4% | -171.7% | +2.0% |
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