+42.1%
BEN vs VO
+15.8%
+26.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.8% |
| 7D | +0.2% | -0.3% | +0.5% | +0.6% |
| 30D | -0.5% | -0.3% | -0.2% | -0.2% |
| 3M | +9.7% | +2.9% | +6.8% | +5.8% |
| 6M | +33.9% | +9.3% | +24.6% | +19.0% |
| YTD | +49.0% | +14.2% | +34.8% | +26.7% |
| 1Y | +42.1% | +15.3% | +26.9% | +19.0% |
| All | +42.1% | +15.8% | +26.3% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling