+1,134.2%
WELL price history and return analytics
+357.6%
+776.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.3% |
| 7D | +3.5% | +0.4% | +3.1% | +3.1% |
| 30D | +9.7% | -2.6% | +12.3% | +11.9% |
| 3M | +4.8% | -3.2% | +8.0% | +7.4% |
| 6M | +16.1% | +0.9% | +15.1% | +13.8% |
| YTD | +34.7% | +11.3% | +23.4% | +20.7% |
| 1Y | +31.9% | +14.0% | +17.9% | +15.6% |
| 3Y | +209.9% | +75.8% | +134.0% | +81.0% |
| 5Y | +226.5% | +57.8% | +168.7% | +108.1% |
| 10Y | +455.3% | +219.8% | +235.5% | +95.0% |
| All | +1,134.2% | +357.6% | +776.6% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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