+314.1%
VOO vs WELL
+356.9%
-42.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -2.2% | +0.3% | -1.4% |
| 30D | -1.7% | +4.7% | -6.3% | -2.9% |
| 3M | +4.7% | +11.9% | -7.2% | +1.4% |
| 6M | +12.6% | +14.3% | -1.7% | +8.1% |
| YTD | +11.8% | +28.4% | -16.6% | +3.9% |
| 1Y | +17.5% | +42.3% | -24.8% | +6.0% |
| 3Y | +77.0% | +202.6% | -125.6% | +28.6% |
| 5Y | +82.6% | +206.5% | -124.0% | +30.5% |
| All | +314.1% | +356.9% | -42.8% | +160.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling