-8.2%
VFC vs BEN
+42.6%
-50.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.2% | +0.3% |
| 7D | -1.6% | +0.2% | -1.8% | -1.8% |
| 30D | -11.6% | -0.5% | -11.1% | -11.4% |
| 3M | -18.1% | +9.7% | -27.8% | -22.5% |
| 6M | -27.4% | +33.9% | -61.3% | -40.1% |
| YTD | -24.8% | +49.0% | -73.8% | -41.9% |
| 1Y | -8.2% | +42.1% | -50.3% | -32.2% |
| All | -8.2% | +42.6% | -50.8% | -32.2% |
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