+51.8%
BEN vs VO
+197.9%
-146.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.3% |
| 7D | +0.3% | -2.5% | +2.8% | +3.3% |
| 30D | +0.9% | -3.2% | +4.1% | +4.9% |
| 3M | +9.2% | +3.9% | +5.3% | +4.4% |
| 6M | +36.8% | +9.6% | +27.1% | +23.1% |
| YTD | +44.4% | +11.6% | +32.8% | +27.4% |
| 1Y | +45.8% | +12.6% | +33.2% | +27.2% |
| 3Y | +52.5% | +55.4% | -2.8% | -7.8% |
| 5Y | +37.7% | +41.8% | -4.1% | -6.2% |
| All | +51.8% | +197.9% | -146.1% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling