+218.7%
WELL vs VLTO
+54.1%
+164.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | +5.3% | +12.0% | -6.7% | +3.0% |
| 30D | +8.7% | +20.8% | -12.1% | +4.8% |
| 3M | +3.8% | +20.1% | -16.3% | +0.2% |
| 6M | +15.4% | +32.6% | -17.3% | +9.0% |
| YTD | +33.7% | +17.3% | +16.3% | +29.2% |
| 1Y | +33.6% | +17.3% | +16.3% | +29.1% |
| 3Y | +194.2% | +66.9% | +127.3% | +174.2% |
| All | +218.7% | +54.1% | +164.6% | +195.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling