+35.8%
BEN vs ITOT
+74.3%
-38.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.0% |
| 7D | -3.1% | -0.9% | -2.2% | -2.0% |
| 30D | +0.2% | -1.5% | +1.6% | +2.0% |
| 3M | +6.8% | +3.6% | +3.3% | +2.3% |
| 6M | +38.1% | +13.7% | +24.4% | +18.4% |
| YTD | +44.3% | +12.9% | +31.4% | +24.9% |
| 1Y | +42.6% | +17.2% | +25.4% | +17.9% |
| 3Y | +52.3% | +75.6% | -23.3% | -24.6% |
| All | +35.8% | +74.3% | -38.5% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling