-70.1%
VFC vs BEN
+56.7%
-126.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.3% |
| 7D | -4.0% | +0.3% | -4.3% | -4.2% |
| 30D | -14.6% | +0.9% | -15.5% | -15.2% |
| 3M | -23.1% | +9.2% | -32.3% | -27.6% |
| 6M | -25.2% | +36.8% | -62.0% | -40.0% |
| YTD | -29.5% | +44.4% | -73.8% | -45.5% |
| 1Y | -14.4% | +45.8% | -60.2% | -34.4% |
| 3Y | -28.7% | +52.5% | -81.3% | -46.4% |
| 5Y | -79.1% | +37.7% | -116.8% | -83.7% |
| All | -70.1% | +56.7% | -126.7% | -81.4% |
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 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