+141.3%
BEN vs VIG
+655.8%
-514.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.8% | +3.5% | +3.3% | +1.3% |
| 30D | +18.0% | +4.9% | +13.0% | +9.7% |
| 3M | +7.5% | +2.5% | +5.0% | +3.5% |
| 6M | +14.7% | +11.0% | +3.7% | -2.4% |
| YTD | +56.1% | +16.0% | +40.1% | +24.6% |
| 1Y | +69.6% | +17.5% | +52.0% | +32.4% |
| 3Y | +87.7% | +67.0% | +20.7% | -15.2% |
| 5Y | +28.6% | +64.8% | -36.1% | -39.5% |
| 10Y | +59.8% | +263.6% | -203.8% | -79.7% |
| All | +141.3% | +655.8% | -514.5% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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