+13.8%
VRT vs WELL
+37.3%
-23.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.8% | -15.7% | -13.0% |
| 7D | -15.4% | +9.2% | -24.5% | -15.9% |
| 30D | -19.0% | +10.6% | -29.6% | -20.2% |
| 3M | -23.8% | +7.5% | -31.3% | -24.7% |
| 6M | -37.9% | +15.0% | -52.9% | -39.7% |
| YTD | +27.0% | +35.0% | -8.1% | +7.8% |
| 1Y | +13.8% | +36.5% | -22.7% | -4.9% |
| All | +13.8% | +37.3% | -23.5% | -4.9% |
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