-39.3%
VG vs BEN
+88.9%
-128.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -0.9% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | +16.0% | -0.5% | +16.6% | +16.0% |
| 3M | +9.7% | +9.7% | 0.0% | +7.1% |
| 6M | +29.6% | +33.9% | -4.3% | +18.5% |
| YTD | +112.0% | +49.0% | +63.0% | +80.7% |
| 1Y | +12.8% | +42.1% | -29.3% | -0.8% |
| All | -39.3% | +88.9% | -128.3% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling