+286.6%
BEN vs VO
+822.3%
-535.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +2.9% |
| 7D | +12.2% | -0.1% | +12.3% | +12.6% |
| 30D | +12.1% | +0.5% | +11.6% | +11.7% |
| 3M | +7.3% | -1.0% | +8.3% | +8.9% |
| 6M | +17.9% | +6.4% | +11.4% | +9.2% |
| YTD | +55.4% | +13.6% | +41.8% | +32.9% |
| 1Y | +69.3% | +14.5% | +54.9% | +43.4% |
| 3Y | +82.8% | +67.2% | +15.6% | -3.8% |
| 5Y | +28.8% | +36.1% | -7.3% | -11.0% |
| 10Y | +53.9% | +199.3% | -145.4% | -61.5% |
| All | +286.6% | +822.3% | -535.8% | -71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling