-51.4%
VG vs BEN
+85.4%
-136.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | -0.3% |
| 7D | -22.0% | +6.6% | -28.6% | -22.5% |
| 30D | -11.6% | +3.8% | -15.5% | -11.9% |
| 3M | -14.9% | +0.2% | -15.1% | -14.8% |
| 6M | -3.5% | +10.4% | -14.0% | -6.3% |
| YTD | +70.0% | +46.2% | +23.8% | +45.4% |
| 1Y | +50.0% | +52.3% | -2.3% | +24.6% |
| All | -51.4% | +85.4% | -136.7% | -66.6% |
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