+206.5%
WELL vs ITOT
+71.8%
+134.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -2.2% | -2.0% | -0.2% | -1.2% |
| 30D | +4.7% | -2.0% | +6.6% | +5.7% |
| 3M | +11.9% | +4.5% | +7.4% | +9.2% |
| 6M | +14.3% | +12.6% | +1.6% | +6.8% |
| YTD | +28.4% | +12.0% | +16.4% | +20.2% |
| 1Y | +42.3% | +17.3% | +25.0% | +29.7% |
| 3Y | +202.6% | +75.2% | +127.3% | +111.1% |
| 5Y | +206.5% | +74.0% | +132.5% | +114.0% |
| All | +206.5% | +71.8% | +134.7% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 5y: compounded portfolio wealth divided by compounded ITOT 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…
5y analysis · Full analysis span regression · 6 months rolling