-100.0%
BENF vs VOO
+76.2%
-176.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | -11.3% | +2.6% | -13.9% | -11.6% |
| 30D | -27.8% | -2.0% | -25.8% | -27.5% |
| 3M | -74.5% | -2.8% | -71.8% | -74.4% |
| 6M | -80.4% | +2.2% | -82.6% | -80.6% |
| YTD | -91.1% | +11.5% | -102.6% | -91.4% |
| 1Y | -84.6% | +13.5% | -98.1% | -85.3% |
| 3Y | -99.9% | +78.1% | -177.9% | -99.9% |
| All | -100.0% | +76.2% | -176.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling