-99.9%
BENF vs VOO
+77.0%
-176.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -6.0% | -6.1% |
| 7D | -17.2% | -0.4% | -16.9% | -16.9% |
| 30D | -40.0% | -1.4% | -38.6% | -39.3% |
| 3M | -51.2% | +3.7% | -54.9% | -52.4% |
| 6M | -56.1% | +13.0% | -69.2% | -60.1% |
| YTD | -76.1% | +12.4% | -88.5% | -78.2% |
| 1Y | -58.6% | +18.6% | -77.2% | -63.6% |
| All | -99.9% | +77.0% | -176.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling