+209.7%
WELL vs VT
+75.0%
+134.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -0.8% | +0.4% | -1.2% | -1.0% |
| 30D | -0.1% | +1.0% | -1.1% | -0.4% |
| 3M | +18.0% | +2.4% | +15.6% | +16.9% |
| 6M | +15.0% | +12.0% | +3.0% | +9.3% |
| YTD | +28.6% | +15.3% | +13.3% | +20.4% |
| 1Y | +42.9% | +22.6% | +20.3% | +29.7% |
| All | +209.7% | +75.0% | +134.7% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling