+208.8%
WELL vs VIG
+62.2%
+146.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.2% |
| 7D | -1.1% | -1.2% | 0.0% | -0.3% |
| 30D | +0.7% | -2.8% | +3.6% | +2.8% |
| 3M | +14.5% | +2.5% | +12.1% | +12.4% |
| 6M | +14.4% | +8.1% | +6.3% | +7.9% |
| YTD | +28.5% | +9.6% | +18.9% | +19.8% |
| 1Y | +41.8% | +14.2% | +27.6% | +28.1% |
| 3Y | +202.8% | +56.1% | +146.7% | +110.3% |
| 5Y | +208.8% | +62.8% | +146.0% | +109.8% |
| All | +208.8% | +62.2% | +146.6% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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