+27.3%
V vs BEN
+72.3%
-45.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | +0.6% | +12.1% | -11.5% | -2.0% |
| 30D | +9.7% | +13.4% | -3.7% | +6.6% |
| 3M | +17.3% | +9.4% | +7.9% | +14.8% |
| 6M | +33.2% | +19.3% | +14.0% | +27.1% |
| YTD | +21.3% | +57.3% | -35.9% | +4.1% |
| 1Y | +27.3% | +69.1% | -41.8% | +5.8% |
| All | +27.3% | +72.3% | -45.0% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling