+225.9%
WELL vs VCIT
+3.7%
+222.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | 0.0% |
| 7D | +0.1% | -1.4% | +1.5% | +1.5% |
| 30D | +5.7% | +0.6% | +5.1% | +5.1% |
| 3M | +4.6% | -2.2% | +6.9% | +6.9% |
| 6M | +11.9% | -2.3% | +14.2% | +14.3% |
| YTD | +33.6% | -2.2% | +35.8% | +36.4% |
| 1Y | +29.8% | -1.4% | +31.1% | +31.4% |
| 3Y | +202.2% | +18.7% | +183.4% | +157.9% |
| All | +225.9% | +3.7% | +222.3% | +177.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling