+34,532.9%
VLO vs WELL
+19,722.2%
+14,810.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.6% |
| 7D | -6.5% | +3.5% | -10.0% | -7.8% |
| 30D | -17.8% | +9.7% | -27.5% | -20.8% |
| 3M | +19.6% | +4.8% | +14.8% | +17.0% |
| 6M | +49.3% | +16.1% | +33.2% | +39.5% |
| YTD | +122.4% | +34.7% | +87.7% | +94.5% |
| 1Y | +107.4% | +31.9% | +75.5% | +82.8% |
| 3Y | +223.1% | +209.9% | +13.2% | +96.5% |
| 5Y | +432.2% | +226.5% | +205.7% | +209.4% |
| 10Y | +743.6% | +455.3% | +288.4% | +277.1% |
| All | +34,532.9% | +19,722.2% | +14,810.7% | +8,592.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling