+14.1%
VNQ vs BEN
+56.2%
-42.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.7% | -1.5% | +2.3% |
| 7D | +6.8% | +6.7% | +0.1% | +5.5% |
| 30D | +10.0% | +3.0% | +6.9% | +9.2% |
| 3M | 0.0% | -4.3% | +4.3% | +0.6% |
| 6M | +4.5% | +16.4% | -11.9% | +1.1% |
| YTD | +13.9% | +46.8% | -32.8% | +5.4% |
| 1Y | +14.1% | +57.3% | -43.3% | +4.8% |
| All | +14.1% | +56.2% | -42.2% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling