+39.4%
BEN vs VOO
+81.6%
-42.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.0% |
| 7D | +3.4% | -0.4% | +3.7% | +3.8% |
| 30D | +1.8% | -1.4% | +3.2% | +3.5% |
| 3M | +8.4% | +3.7% | +4.7% | +3.6% |
| 6M | +35.6% | +13.0% | +22.6% | +17.0% |
| YTD | +46.4% | +12.4% | +33.9% | +27.2% |
| 1Y | +46.3% | +18.6% | +27.7% | +19.1% |
| 3Y | +54.6% | +78.1% | -23.4% | -25.4% |
| 5Y | +39.4% | +82.3% | -42.9% | -34.5% |
| All | +39.4% | +81.6% | -42.2% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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