+7.2%
VNQ vs BEN
+36.0%
-28.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | -1.3% | -3.1% | +1.8% | -0.2% |
| 30D | -2.6% | +0.2% | -2.8% | -2.7% |
| 3M | -2.0% | +6.8% | -8.9% | -4.5% |
| 6M | +4.3% | +38.1% | -33.8% | -7.6% |
| YTD | +9.2% | +44.3% | -35.1% | -5.0% |
| 1Y | +5.6% | +42.6% | -37.0% | -8.0% |
| 3Y | +30.8% | +52.3% | -21.5% | +8.5% |
| All | +7.2% | +36.0% | -28.7% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling