+310.7%
VOO vs BEN
+58.7%
+251.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.6% | +6.8% | -4.2% | +0.1% |
| 30D | -2.0% | +18.0% | -20.0% | -7.8% |
| 3M | -2.8% | +7.5% | -10.2% | -5.5% |
| 6M | +2.2% | +14.7% | -12.5% | -3.3% |
| YTD | +11.5% | +56.1% | -44.6% | -6.1% |
| 1Y | +13.5% | +69.6% | -56.1% | -7.3% |
| 3Y | +78.1% | +87.7% | -9.6% | +35.5% |
| 5Y | +73.1% | +28.6% | +44.5% | +48.3% |
| All | +310.7% | +58.7% | +251.9% | +194.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling