+51.8%
BEN vs ITOT
+303.4%
-251.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.0% |
| 7D | -3.1% | -0.9% | -2.2% | -2.1% |
| 30D | +0.2% | -1.5% | +1.6% | +1.9% |
| 3M | +6.8% | +3.6% | +3.3% | +2.5% |
| 6M | +38.1% | +13.7% | +24.4% | +19.0% |
| YTD | +44.3% | +12.9% | +31.4% | +25.5% |
| 1Y | +42.6% | +17.2% | +25.4% | +18.6% |
| 3Y | +52.3% | +75.6% | -23.3% | -21.7% |
| 5Y | +37.6% | +75.5% | -37.8% | -28.0% |
| All | +51.8% | +303.4% | -251.7% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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