+35.8%
BEN vs VTEB
+1.2%
+34.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.7% |
| 7D | -3.1% | -0.9% | -2.2% | -1.5% |
| 30D | +0.2% | -2.5% | +2.7% | +4.8% |
| 3M | +6.8% | -3.0% | +9.8% | +12.7% |
| 6M | +38.1% | -2.1% | +40.2% | +43.7% |
| YTD | +44.3% | -1.5% | +45.8% | +48.7% |
| 1Y | +42.6% | +0.2% | +42.4% | +42.9% |
| 3Y | +52.3% | +8.6% | +43.8% | +31.0% |
| All | +35.8% | +1.2% | +34.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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