+442.3%
WELL vs VO
+197.6%
+244.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.1% | +3.1% | -3.0% | -2.6% |
| 30D | +5.7% | +2.2% | +3.5% | +3.5% |
| 3M | +4.6% | -2.5% | +7.1% | +6.7% |
| 6M | +11.9% | +7.0% | +4.9% | +4.6% |
| YTD | +33.6% | +14.0% | +19.6% | +17.5% |
| 1Y | +29.8% | +15.6% | +14.1% | +12.4% |
| 3Y | +202.2% | +66.2% | +136.0% | +80.8% |
| 5Y | +223.2% | +36.6% | +186.6% | +132.7% |
| All | +442.3% | +197.6% | +244.7% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling