+4,058.3%
BEN vs VICR
+12,339.4%
-8,281.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.8% | -0.7% |
| 7D | +4.7% | +9.8% | -5.2% | +2.8% |
| 30D | +2.6% | -12.6% | +15.2% | +4.8% |
| 3M | +11.5% | -29.7% | +41.2% | +16.6% |
| 6M | +35.3% | +18.8% | +16.5% | +24.1% |
| YTD | +48.6% | +76.4% | -27.8% | +24.6% |
| 1Y | +46.7% | +282.4% | -235.7% | +3.6% |
| 3Y | +57.0% | +206.2% | -149.2% | +7.6% |
| 5Y | +41.8% | +53.9% | -12.1% | +1.6% |
| 10Y | +55.2% | +1,572.3% | -1,517.1% | -38.1% |
| All | +4,058.3% | +12,339.4% | -8,281.1% | +807.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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