+206.5%
WELL vs VIAV
+128.3%
+78.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.5% | +0.2% |
| 7D | -2.2% | +11.2% | -13.5% | -2.9% |
| 30D | +4.7% | -2.6% | +7.3% | +4.7% |
| 3M | +11.9% | -20.1% | +32.1% | +12.9% |
| 6M | +14.3% | +25.8% | -11.5% | +10.0% |
| YTD | +28.4% | +109.9% | -81.5% | +17.6% |
| 1Y | +42.3% | +214.3% | -172.0% | +24.7% |
| 3Y | +202.6% | +281.6% | -79.1% | +156.3% |
| 5Y | +206.5% | +132.6% | +73.9% | +165.9% |
| All | +206.5% | +128.3% | +78.2% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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