+86.8%
BEN vs VCLT
+14.9%
+72.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | +0.1% |
| 7D | +11.3% | -1.9% | +13.2% | +13.5% |
| 30D | +15.0% | +1.4% | +13.6% | +13.4% |
| 3M | +7.8% | -1.8% | +9.6% | +9.8% |
| 6M | +15.5% | -3.9% | +19.4% | +20.1% |
| YTD | +55.4% | -3.9% | +59.3% | +61.8% |
| 1Y | +63.3% | -4.7% | +68.0% | +71.4% |
| All | +86.8% | +14.9% | +72.0% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling