+41.8%
BEN vs VO
+43.2%
-1.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.5% |
| 7D | +4.7% | +0.6% | +4.1% | +3.9% |
| 30D | +2.6% | -1.1% | +3.7% | +4.0% |
| 3M | +11.5% | +4.5% | +6.9% | +5.4% |
| 6M | +35.3% | +11.1% | +24.3% | +18.9% |
| YTD | +48.6% | +13.5% | +35.1% | +27.1% |
| 1Y | +46.7% | +14.5% | +32.2% | +24.1% |
| 3Y | +57.0% | +58.1% | -1.1% | -11.1% |
| 5Y | +41.8% | +43.3% | -1.5% | -7.2% |
| All | +41.8% | +43.2% | -1.4% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling