+61.4%
VEA vs BEN
+38.1%
+23.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.4% |
| 7D | +0.3% | +3.4% | -3.0% | -0.8% |
| 30D | +0.4% | +1.8% | -1.3% | -0.2% |
| 3M | +4.8% | +8.4% | -3.6% | +1.9% |
| 6M | +11.3% | +35.6% | -24.4% | +0.4% |
| YTD | +17.4% | +46.4% | -29.0% | +3.1% |
| 1Y | +26.2% | +46.3% | -20.1% | +10.6% |
| 3Y | +77.7% | +54.6% | +23.1% | +48.7% |
| All | +61.4% | +38.1% | +23.3% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling