-51.4%
VG vs BEN
+77.0%
-128.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -3.6% |
| 7D | -22.0% | -0.4% | -21.6% | -22.0% |
| 30D | -14.7% | -0.7% | -14.0% | -14.6% |
| 3M | -7.1% | -6.8% | -0.3% | -6.3% |
| 6M | -11.2% | +7.9% | -19.1% | -14.1% |
| YTD | +69.8% | +39.6% | +30.2% | +45.9% |
| 1Y | +49.9% | +48.5% | +1.3% | +23.2% |
| All | -51.4% | +77.0% | -128.4% | -66.5% |
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