+21.2%
VZ vs WELL
+42.4%
-21.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.4% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +7.9% | -0.1% | +8.0% | +7.9% |
| 3M | +13.6% | +18.0% | -4.4% | +9.3% |
| 6M | +1.1% | +15.0% | -13.9% | -2.0% |
| YTD | +29.3% | +28.6% | +0.7% | +22.1% |
| 1Y | +21.2% | +42.9% | -21.7% | +12.7% |
| All | +21.2% | +42.4% | -21.2% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling