+123.4%
VRT vs WELL
+42.4%
+81.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.4% | +4.6% |
| 7D | +9.1% | -0.8% | +9.9% | +9.2% |
| 30D | +0.9% | -0.1% | +1.0% | +0.9% |
| 3M | -13.4% | +18.0% | -31.4% | -18.8% |
| 6M | +11.7% | +15.0% | -3.3% | +5.2% |
| YTD | +73.2% | +28.6% | +44.6% | +59.7% |
| 1Y | +123.4% | +42.9% | +80.5% | +121.7% |
| All | +123.4% | +42.4% | +81.0% | +121.7% |
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