-100.0%
BENF vs VOO
+78.5%
-178.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.0% | -0.6% | -22.4% | -22.8% |
| 7D | -7.9% | +0.5% | -8.5% | -8.0% |
| 30D | -40.2% | -0.9% | -39.2% | -39.9% |
| 3M | -47.1% | +3.9% | -50.9% | -47.7% |
| 6M | -52.8% | +14.5% | -67.3% | -55.0% |
| YTD | -74.5% | +13.0% | -87.4% | -75.6% |
| 1Y | -49.5% | +19.4% | -68.9% | -52.4% |
| 3Y | -99.9% | +78.9% | -178.8% | -99.9% |
| All | -100.0% | +78.5% | -178.4% | -100.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling