+822.6%
VOO vs WELL
+858.5%
-35.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | +0.5% | -1.3% | +1.9% | +0.9% |
| 30D | -0.9% | +0.5% | -1.5% | -1.1% |
| 3M | +3.9% | +19.1% | -15.2% | -1.5% |
| 6M | +14.5% | +17.0% | -2.4% | +8.8% |
| YTD | +13.0% | +29.2% | -16.2% | +4.1% |
| 1Y | +19.4% | +42.1% | -22.7% | +6.7% |
| 3Y | +78.9% | +204.5% | -125.7% | +26.0% |
| 5Y | +82.3% | +211.0% | -128.7% | +25.9% |
| 10Y | +314.2% | +337.6% | -23.4% | +140.9% |
| All | +822.6% | +858.5% | -35.9% | +237.5% |
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 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