+203.3%
WELL vs VXUS
+76.2%
+127.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.2% |
| 7D | -0.8% | +1.0% | -1.8% | -1.1% |
| 30D | -0.1% | +2.2% | -2.3% | -0.8% |
| 3M | +18.0% | +3.0% | +15.1% | +16.7% |
| 6M | +15.0% | +10.7% | +4.3% | +10.0% |
| YTD | +28.6% | +17.8% | +10.8% | +19.2% |
| 1Y | +42.9% | +27.6% | +15.3% | +27.2% |
| All | +203.3% | +76.2% | +127.1% | +113.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling