+57.3%
VZ vs WELL
+195.5%
-138.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +5.6% | +5.3% | +0.4% | +4.4% |
| 30D | +1.9% | +8.7% | -6.8% | -0.3% |
| 3M | +0.8% | +3.8% | -3.1% | -0.3% |
| 6M | +0.6% | +15.4% | -14.7% | -3.0% |
| YTD | +20.8% | +33.7% | -12.9% | +12.4% |
| 1Y | +23.9% | +33.6% | -9.7% | +15.4% |
| All | +57.3% | +195.5% | -138.1% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling