+28.8%
BEN vs VT
+57.4%
-28.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +2.9% |
| 7D | +12.2% | +0.4% | +11.8% | +11.9% |
| 30D | +12.1% | -2.6% | +14.7% | +16.2% |
| 3M | +7.3% | -3.2% | +10.5% | +12.2% |
| 6M | +17.9% | +0.9% | +16.9% | +16.4% |
| YTD | +55.4% | +11.3% | +44.1% | +35.1% |
| 1Y | +69.3% | +14.0% | +55.3% | +42.6% |
| 3Y | +82.8% | +75.8% | +7.0% | -15.1% |
| 5Y | +28.8% | +57.8% | -29.0% | -28.7% |
| All | +28.8% | +57.4% | -28.6% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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