+212.9%
WELL vs VO
+42.6%
+170.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -1.9% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -0.1% | -0.3% | +0.3% | +0.1% |
| 3M | +18.0% | +2.9% | +15.1% | +15.8% |
| 6M | +15.0% | +9.3% | +5.7% | +8.7% |
| YTD | +28.6% | +14.2% | +14.4% | +18.1% |
| 1Y | +42.9% | +15.3% | +27.7% | +30.3% |
| 3Y | +203.0% | +56.2% | +146.8% | +122.9% |
| All | +212.9% | +42.6% | +170.2% | +140.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling