-49.4%
VG vs BEN
+99.4%
-148.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.6% |
| 7D | -7.7% | +12.1% | -19.8% | -8.6% |
| 30D | -8.8% | +13.4% | -22.2% | -9.8% |
| 3M | -15.6% | +9.4% | -25.0% | -16.3% |
| 6M | +5.2% | +19.3% | -14.0% | +1.4% |
| YTD | +76.9% | +57.3% | +19.6% | +50.4% |
| 1Y | +42.5% | +69.1% | -26.6% | +15.4% |
| All | -49.4% | +99.4% | -148.8% | -65.5% |
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