+205.7%
WELL vs RVMD
+824.3%
-618.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.4% | +6.3% | +0.2% |
| 7D | +0.1% | -9.5% | +9.6% | +0.6% |
| 30D | +7.8% | -6.8% | +14.6% | +8.1% |
| 3M | +10.2% | -12.1% | +22.3% | +10.8% |
| 6M | +16.4% | +25.4% | -9.0% | +14.5% |
| YTD | +35.2% | +126.9% | -91.7% | +27.1% |
| 1Y | +30.5% | +182.0% | -151.5% | +20.4% |
| All | +205.7% | +824.3% | -618.6% | +152.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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