+560.5%
VLO vs WELL
+207.3%
+353.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | +5.2% | -0.8% | +6.0% | +5.4% |
| 30D | +22.6% | -0.1% | +22.7% | +22.5% |
| 3M | +43.8% | +18.0% | +25.7% | +39.1% |
| 6M | +65.7% | +15.0% | +50.7% | +60.7% |
| YTD | +131.1% | +28.6% | +102.5% | +118.4% |
| 1Y | +143.6% | +42.9% | +100.7% | +124.6% |
| 3Y | +201.4% | +203.0% | -1.6% | +125.2% |
| All | +560.5% | +207.3% | +353.2% | +406.5% |
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