+32.7%
VFC vs BEN
+64.2%
-31.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.2% |
| 7D | -1.4% | +11.3% | -12.8% | -7.9% |
| 30D | +24.6% | +15.0% | +9.6% | +14.1% |
| 3M | +38.4% | +7.8% | +30.6% | +31.7% |
| 6M | +15.3% | +15.5% | -0.2% | +4.7% |
| YTD | +12.7% | +55.4% | -42.7% | -21.8% |
| 1Y | +32.7% | +63.3% | -30.6% | -14.4% |
| All | +32.7% | +64.2% | -31.5% | -14.4% |
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 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