+289.6%
VTI vs WELL
+463.2%
-173.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -1.5% | +5.7% | -7.2% | -3.1% |
| 3M | -3.2% | +4.6% | -7.8% | -4.5% |
| 6M | +2.3% | +11.9% | -9.5% | -1.3% |
| YTD | +11.6% | +33.6% | -21.9% | +2.2% |
| 1Y | +13.8% | +29.8% | -16.0% | +4.9% |
| 3Y | +77.4% | +202.2% | -124.7% | +27.5% |
| 5Y | +64.6% | +223.2% | -158.7% | +14.6% |
| All | +289.6% | +463.2% | -173.6% | +133.0% |
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