+769.3%
VST vs WELL
+207.3%
+562.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.3% |
| 7D | +8.9% | -0.8% | +9.7% | +9.2% |
| 30D | +6.2% | -0.1% | +6.3% | +6.1% |
| 3M | -2.7% | +18.0% | -20.8% | -9.5% |
| 6M | -8.4% | +15.0% | -23.4% | -13.8% |
| YTD | -7.2% | +28.6% | -35.8% | -16.5% |
| 1Y | -20.9% | +42.9% | -63.8% | -32.2% |
| 3Y | +384.0% | +203.0% | +181.0% | +201.8% |
| All | +769.3% | +207.3% | +562.0% | +416.1% |
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