+916.8%
WELL vs VOO
+803.9%
+112.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | +0.1% | +3.3% | -3.1% | -2.4% |
| 30D | +6.8% | -2.7% | +9.5% | +8.9% |
| 3M | +6.7% | -1.7% | +8.5% | +7.9% |
| 6M | +13.8% | +3.1% | +10.7% | +10.0% |
| YTD | +33.8% | +11.9% | +21.9% | +20.6% |
| 1Y | +29.6% | +12.1% | +17.6% | +16.6% |
| 3Y | +203.1% | +78.6% | +124.5% | +78.7% |
| 5Y | +223.8% | +73.8% | +150.0% | +93.1% |
| 10Y | +462.8% | +312.3% | +150.5% | +66.5% |
| All | +916.8% | +803.9% | +112.9% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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