+39.4%
BEN vs VCLT
-15.5%
+54.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +3.4% | 0.0% | +3.3% | +3.4% |
| 30D | +1.8% | +0.1% | +1.7% | +1.7% |
| 3M | +8.4% | -2.9% | +11.3% | +11.0% |
| 6M | +35.6% | -4.0% | +39.6% | +40.5% |
| YTD | +46.4% | -2.2% | +48.6% | +49.4% |
| 1Y | +46.3% | -2.6% | +48.9% | +49.8% |
| 3Y | +54.6% | +12.3% | +42.3% | +41.2% |
| 5Y | +39.4% | -16.4% | +55.8% | +32.1% |
| All | +39.4% | -15.5% | +54.9% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling