+1,234.2%
WELL vs VEU
+174.2%
+1,060.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +0.1% | +2.1% | -2.0% | -1.5% |
| 30D | +5.7% | -0.9% | +6.6% | +6.2% |
| 3M | +4.6% | -5.4% | +10.0% | +8.7% |
| 6M | +11.9% | -1.8% | +13.6% | +11.9% |
| YTD | +33.6% | +10.9% | +22.7% | +20.7% |
| 1Y | +29.8% | +13.6% | +16.2% | +15.0% |
| 3Y | +202.2% | +69.3% | +132.9% | +92.4% |
| 5Y | +223.2% | +48.1% | +175.1% | +127.2% |
| 10Y | +461.7% | +148.0% | +313.7% | +170.3% |
| All | +1,234.2% | +174.2% | +1,060.0% | +397.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling