+2,545.5%
VRT vs BEN
+53.9%
+2,491.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -8.9% |
| 7D | +2.4% | +3.4% | -1.0% | +1.1% |
| 30D | -2.7% | +1.8% | -4.5% | -3.4% |
| 3M | -9.2% | +8.4% | -17.6% | -12.0% |
| 6M | -0.5% | +35.6% | -36.1% | -12.7% |
| YTD | +62.3% | +46.4% | +16.0% | +37.0% |
| 1Y | +109.6% | +46.3% | +63.2% | +76.2% |
| 3Y | +573.1% | +54.6% | +518.5% | +434.5% |
| 5Y | +953.6% | +39.4% | +914.2% | +761.7% |
| All | +2,545.5% | +53.9% | +2,491.6% | +1,714.7% |
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