+18,751.7%
WELL vs VTRS
+557.1%
+18,194.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +0.5% | +1.9% | -1.3% | +0.2% |
| 3M | +19.1% | +5.1% | +14.0% | +18.1% |
| 6M | +17.0% | +20.1% | -3.1% | +13.7% |
| YTD | +29.2% | +36.6% | -7.4% | +23.2% |
| 1Y | +42.1% | +64.1% | -22.0% | +31.9% |
| 3Y | +204.5% | +86.4% | +118.2% | +173.9% |
| 5Y | +211.0% | +40.9% | +170.1% | +186.9% |
| 10Y | +337.6% | -48.7% | +386.3% | +338.2% |
| All | +18,751.7% | +557.1% | +18,194.6% | +15,803.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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