+161.1%
VEA vs BEN
+56.6%
+104.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.5% | -3.1% | +1.7% | -0.5% |
| 30D | -0.8% | +0.2% | -1.0% | -0.9% |
| 3M | +2.5% | +6.8% | -4.4% | +0.1% |
| 6M | +11.1% | +38.1% | -27.0% | -0.1% |
| YTD | +17.2% | +44.3% | -27.2% | +3.6% |
| 1Y | +24.5% | +42.6% | -18.1% | +10.2% |
| 3Y | +75.4% | +52.3% | +23.1% | +48.1% |
| 5Y | +61.1% | +37.6% | +23.4% | +37.1% |
| All | +161.1% | +56.6% | +104.4% | +100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling