+1,184.5%
WELL vs VEU
+192.1%
+992.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.5% |
| 7D | -0.8% | +1.1% | -1.9% | -1.7% |
| 30D | -0.1% | +2.2% | -2.3% | -1.8% |
| 3M | +18.0% | +3.0% | +15.0% | +14.4% |
| 6M | +15.0% | +10.9% | +4.1% | +4.7% |
| YTD | +28.6% | +18.2% | +10.4% | +11.1% |
| 1Y | +42.9% | +28.3% | +14.6% | +15.5% |
| 3Y | +203.0% | +74.6% | +128.4% | +89.3% |
| 5Y | +206.9% | +56.4% | +150.5% | +107.4% |
| 10Y | +339.5% | +153.0% | +186.5% | +108.7% |
| All | +1,184.5% | +192.1% | +992.4% | +357.5% |
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