+897.3%
VST vs WELL
+386.0%
+511.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.0% | -5.1% | -5.8% |
| 7D | -19.9% | +5.3% | -25.2% | -21.6% |
| 30D | -29.7% | +8.7% | -38.4% | -32.3% |
| 3M | -19.6% | +3.8% | -23.4% | -21.3% |
| 6M | -29.4% | +15.4% | -44.7% | -34.3% |
| YTD | -29.7% | +33.7% | -63.4% | -38.3% |
| 1Y | -40.0% | +33.6% | -73.7% | -47.5% |
| 3Y | +231.0% | +194.2% | +36.8% | +107.9% |
| 5Y | +500.1% | +227.0% | +273.0% | +254.8% |
| 10Y | +1,004.2% | +430.7% | +573.5% | +427.7% |
| All | +897.3% | +386.0% | +511.3% | +376.2% |
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