+39.4%
BEN vs VEU
+56.2%
-16.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.8% | -0.6% |
| 7D | +3.4% | +0.3% | +3.1% | +3.0% |
| 30D | +1.8% | +0.7% | +1.1% | +1.0% |
| 3M | +8.4% | +4.7% | +3.7% | +2.3% |
| 6M | +35.6% | +11.6% | +24.0% | +18.1% |
| YTD | +46.4% | +16.8% | +29.6% | +19.8% |
| 1Y | +46.3% | +24.9% | +21.5% | +10.0% |
| 3Y | +54.6% | +75.7% | -21.1% | -26.6% |
| 5Y | +39.4% | +56.1% | -16.7% | -18.1% |
| All | +39.4% | +56.2% | -16.8% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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