+42.1%
BEN vs VSXY
+224.6%
-182.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +3.4% |
| 7D | +0.2% | -14.0% | +14.2% | +1.0% |
| 30D | -0.5% | -15.9% | +15.4% | +0.2% |
| 3M | +9.7% | +3.4% | +6.3% | +9.0% |
| 6M | +33.9% | +25.9% | +8.0% | +29.2% |
| YTD | +49.0% | +39.5% | +9.5% | +41.7% |
| 1Y | +42.1% | +194.4% | -152.2% | +25.7% |
| All | +42.1% | +224.6% | -182.5% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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