+42.9%
WELL vs VLTO
-8.3%
+51.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.8% |
| 7D | -0.8% | -2.3% | +1.5% | -0.4% |
| 30D | -0.1% | -0.9% | +0.8% | 0.0% |
| 3M | +18.0% | +13.8% | +4.2% | +15.2% |
| 6M | +15.0% | +2.0% | +13.0% | +14.2% |
| YTD | +28.6% | -3.2% | +31.8% | +29.0% |
| 1Y | +42.9% | -9.2% | +52.1% | +46.1% |
| All | +42.9% | -8.3% | +51.2% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling