+1,822.1%
WELL vs ITOT
+896.7%
+925.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.8% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | +18.0% | +2.0% | +16.1% | +15.2% |
| 6M | +15.0% | +13.0% | +2.0% | +1.8% |
| YTD | +28.6% | +14.0% | +14.6% | +12.7% |
| 1Y | +42.9% | +19.9% | +23.0% | +19.0% |
| 3Y | +203.0% | +75.8% | +127.2% | +70.2% |
| 5Y | +206.9% | +73.8% | +133.0% | +70.2% |
| 10Y | +339.5% | +295.9% | +43.6% | +9.9% |
| All | +1,822.1% | +896.7% | +925.3% | +74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling