+99.9%
VLO vs WELL
+32.0%
+67.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | +2.7% | -12.2% | -9.4% |
| 30D | -19.1% | +9.8% | -29.0% | -18.5% |
| 3M | +11.4% | +5.8% | +5.6% | +11.9% |
| 6M | +46.7% | +16.2% | +30.5% | +48.8% |
| YTD | +118.6% | +34.9% | +83.8% | +122.3% |
| 1Y | +99.9% | +31.0% | +68.9% | +104.2% |
| All | +99.9% | +32.0% | +67.9% | +104.2% |
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