+201.2%
WELL vs VTEB
+0.9%
+200.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.8% |
| 7D | -2.2% | -1.2% | -1.0% | -0.8% |
| 30D | +4.7% | -2.9% | +7.6% | +8.4% |
| 3M | +11.9% | -3.2% | +15.1% | +16.3% |
| 6M | +14.3% | -2.6% | +16.9% | +17.9% |
| YTD | +28.4% | -1.8% | +30.2% | +31.1% |
| 1Y | +42.3% | +0.2% | +42.1% | +41.7% |
| 3Y | +202.6% | +8.2% | +194.4% | +173.5% |
| All | +201.2% | +0.9% | +200.3% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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