+47.1%
BEN vs VTEB
+26.0%
+21.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | +3.4% | -0.7% | +4.1% | +3.7% |
| 30D | +1.8% | -2.1% | +3.9% | +2.9% |
| 3M | +8.4% | -2.7% | +11.0% | +9.9% |
| 6M | +35.6% | -2.1% | +37.7% | +37.2% |
| YTD | +46.4% | -1.1% | +47.5% | +47.4% |
| 1Y | +46.3% | +1.3% | +45.0% | +45.8% |
| 3Y | +54.6% | +9.0% | +45.6% | +49.8% |
| 5Y | +39.4% | +1.5% | +37.9% | +34.5% |
| 10Y | +57.6% | +18.5% | +39.1% | +102.6% |
| All | +47.1% | +26.0% | +21.2% | +124.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling