+810.9%
VOO vs BEN
+93.8%
+717.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.6% | +6.8% | -4.2% | 0.0% |
| 30D | -2.0% | +18.0% | -20.0% | -8.2% |
| 3M | -2.8% | +7.5% | -10.2% | -5.7% |
| 6M | +2.2% | +14.7% | -12.5% | -3.7% |
| YTD | +11.5% | +56.1% | -44.6% | -7.3% |
| 1Y | +13.5% | +69.6% | -56.1% | -8.8% |
| 3Y | +78.1% | +87.7% | -9.6% | +32.8% |
| 5Y | +73.1% | +28.6% | +44.5% | +47.0% |
| 10Y | +310.7% | +59.8% | +250.9% | +188.7% |
| All | +810.9% | +93.8% | +717.1% | +456.5% |
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