+228.3%
WELL vs VEU
+50.3%
+177.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.6% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | +7.8% | -1.0% | +8.8% | +8.2% |
| 3M | +10.2% | -3.6% | +13.8% | +12.0% |
| 6M | +16.4% | -1.2% | +17.5% | +16.1% |
| YTD | +35.2% | +12.0% | +23.2% | +24.6% |
| 1Y | +30.5% | +13.9% | +16.6% | +18.9% |
| 3Y | +206.1% | +71.3% | +134.8% | +108.9% |
| 5Y | +228.3% | +50.3% | +178.0% | +153.3% |
| All | +228.3% | +50.3% | +177.9% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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