+387.0%
VNQ vs BEN
+288.2%
+98.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.2% |
| 7D | -0.9% | +3.4% | -4.2% | -2.7% |
| 30D | -2.2% | +1.8% | -4.0% | -3.3% |
| 3M | -1.9% | +8.4% | -10.3% | -6.7% |
| 6M | +3.2% | +35.6% | -32.4% | -13.6% |
| YTD | +9.4% | +46.4% | -37.0% | -12.6% |
| 1Y | +7.5% | +46.3% | -38.8% | -14.6% |
| 3Y | +31.1% | +54.6% | -23.6% | -3.5% |
| 5Y | +6.6% | +39.4% | -32.8% | -21.0% |
| 10Y | +63.9% | +57.6% | +6.4% | -4.9% |
| All | +387.0% | +288.2% | +98.8% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling