+332.6%
WELL vs VCIT
+29.2%
+303.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.3% |
| 30D | -0.1% | -0.8% | +0.7% | +1.0% |
| 3M | +18.0% | -1.0% | +19.0% | +19.6% |
| 6M | +15.0% | -1.8% | +16.8% | +18.0% |
| YTD | +28.6% | -0.7% | +29.3% | +29.8% |
| 1Y | +42.9% | +1.0% | +41.9% | +40.8% |
| 3Y | +203.0% | +18.8% | +184.2% | +135.3% |
| 5Y | +206.9% | +3.5% | +203.4% | +204.6% |
| All | +332.6% | +29.2% | +303.4% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling