-100.0%
BENF vs VOO
+76.6%
-176.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.9% | -0.6% | -27.3% | -27.7% |
| 7D | -43.6% | -2.0% | -41.7% | -43.2% |
| 30D | -55.9% | -1.7% | -54.3% | -55.6% |
| 3M | -64.9% | +4.7% | -69.6% | -65.4% |
| 6M | -68.1% | +12.6% | -80.7% | -69.4% |
| YTD | -82.8% | +11.8% | -94.5% | -83.4% |
| 1Y | -72.0% | +17.5% | -89.5% | -73.4% |
| 3Y | -99.9% | +77.0% | -176.9% | -99.9% |
| All | -100.0% | +76.6% | -176.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling