+297.8%
VTI vs WELL
+356.7%
-59.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -1.4% | +2.3% | -3.8% | -2.1% |
| 3M | +3.6% | +12.3% | -8.7% | +0.1% |
| 6M | +13.6% | +15.6% | -2.0% | +8.6% |
| YTD | +12.9% | +28.3% | -15.4% | +4.7% |
| 1Y | +17.2% | +41.9% | -24.7% | +5.4% |
| 3Y | +75.7% | +198.3% | -122.7% | +26.9% |
| 5Y | +75.4% | +206.4% | -131.0% | +24.2% |
| All | +297.8% | +356.7% | -59.0% | +147.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling