+654.5%
VST vs WELL
+227.7%
+426.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.4% | +7.0% |
| 7D | -0.5% | +3.5% | -4.0% | -1.7% |
| 30D | -17.1% | +9.7% | -26.8% | -20.0% |
| 3M | -4.6% | +4.8% | -9.4% | -6.6% |
| 6M | -9.1% | +16.1% | -25.1% | -14.9% |
| YTD | -16.6% | +34.7% | -51.3% | -26.4% |
| 1Y | -29.5% | +31.9% | -61.4% | -37.4% |
| 3Y | +297.5% | +209.9% | +87.7% | +146.6% |
| 5Y | +654.5% | +226.5% | +428.0% | +355.3% |
| All | +654.5% | +227.7% | +426.8% | +355.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling