+78.0%
BEN vs VLTO
+56.4%
+21.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +6.8% | +1.0% | +5.8% | +6.4% |
| 30D | +18.0% | +17.5% | +0.5% | +10.9% |
| 3M | +7.5% | +21.4% | -13.9% | -0.4% |
| 6M | +14.7% | +38.1% | -23.4% | 0.0% |
| YTD | +56.1% | +19.0% | +37.1% | +45.5% |
| 1Y | +69.6% | +20.7% | +48.9% | +56.7% |
| 3Y | +87.7% | +64.3% | +23.4% | +54.9% |
| All | +78.0% | +56.4% | +21.6% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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