+455.3%
WELL vs VXUS
+144.6%
+310.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | -1.4% |
| 7D | +3.5% | +0.8% | +2.7% | +2.8% |
| 30D | +9.7% | -1.9% | +11.6% | +11.2% |
| 3M | +4.8% | -4.4% | +9.2% | +8.4% |
| 6M | +16.1% | -2.0% | +18.0% | +16.3% |
| YTD | +34.7% | +11.1% | +23.6% | +19.5% |
| 1Y | +31.9% | +15.1% | +16.9% | +13.3% |
| 3Y | +209.9% | +70.4% | +139.4% | +78.8% |
| 5Y | +226.5% | +47.2% | +179.4% | +117.5% |
| 10Y | +455.3% | +142.3% | +313.0% | +137.5% |
| All | +455.3% | +144.6% | +310.7% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling