+2,723.0%
VRT vs WELL
+386.7%
+2,336.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.4% | +5.2% |
| 7D | +9.1% | -0.8% | +9.9% | +9.4% |
| 30D | +0.9% | -0.1% | +1.0% | +0.8% |
| 3M | -13.4% | +18.0% | -31.4% | -20.1% |
| 6M | +11.7% | +15.0% | -3.3% | +4.1% |
| YTD | +73.2% | +28.6% | +44.6% | +54.4% |
| 1Y | +123.4% | +42.9% | +80.5% | +89.9% |
| 3Y | +606.2% | +203.0% | +403.1% | +328.9% |
| 5Y | +899.9% | +206.9% | +693.0% | +500.3% |
| All | +2,723.0% | +386.7% | +2,336.3% | +1,139.3% |
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