+1,290.9%
VFC vs BEN
+5,130.7%
-3,839.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.7% | 0.0% |
| 7D | +7.7% | +12.2% | -4.5% | +2.7% |
| 30D | +39.2% | +12.1% | +27.1% | +32.8% |
| 3M | +40.3% | +7.3% | +33.0% | +36.1% |
| 6M | +11.4% | +17.9% | -6.5% | +3.9% |
| YTD | +17.5% | +55.4% | -37.9% | -2.0% |
| 1Y | +45.9% | +69.3% | -23.5% | +17.6% |
| 3Y | +47.3% | +82.8% | -35.5% | +17.3% |
| 5Y | -67.2% | +28.8% | -96.0% | -70.1% |
| 10Y | -46.1% | +53.9% | -100.0% | -55.7% |
| All | +1,290.9% | +5,130.7% | -3,839.8% | +324.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling