+861.0%
WELL vs VXUS
+156.4%
+704.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +4.4% | -1.8% | +6.2% | +5.7% |
| 30D | +10.8% | -4.6% | +15.4% | +14.4% |
| 3M | +4.2% | -6.1% | +10.3% | +8.7% |
| 6M | +14.0% | -4.9% | +18.9% | +16.8% |
| YTD | +33.4% | +8.1% | +25.4% | +23.2% |
| 1Y | +32.4% | +12.1% | +20.3% | +18.8% |
| 3Y | +194.7% | +63.9% | +130.9% | +93.6% |
| 5Y | +226.5% | +43.1% | +183.3% | +137.0% |
| 10Y | +429.8% | +139.2% | +290.6% | +166.4% |
| All | +861.0% | +156.4% | +704.6% | +337.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling