+262.1%
BEN vs ITOT
+891.2%
-629.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.5% |
| 7D | +4.7% | +0.7% | +4.0% | +3.7% |
| 30D | +2.6% | -1.1% | +3.7% | +4.2% |
| 3M | +11.5% | +3.9% | +7.6% | +5.7% |
| 6M | +35.3% | +14.7% | +20.6% | +12.2% |
| YTD | +48.6% | +13.3% | +35.3% | +25.4% |
| 1Y | +46.7% | +19.1% | +27.5% | +15.4% |
| 3Y | +57.0% | +77.3% | -20.3% | -29.6% |
| 5Y | +41.8% | +74.1% | -32.2% | -34.0% |
| 10Y | +55.2% | +293.1% | -237.9% | -78.3% |
| All | +262.1% | +891.2% | -629.1% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling