+1,855.0%
VRT vs BEN
+65.4%
+1,789.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.6% |
| 7D | -17.7% | +12.1% | -29.8% | -21.8% |
| 30D | -20.0% | +13.4% | -33.4% | -24.2% |
| 3M | -28.1% | +9.4% | -37.4% | -30.7% |
| 6M | -42.8% | +19.3% | -62.1% | -46.9% |
| YTD | +20.0% | +57.3% | -37.3% | -1.8% |
| 1Y | +3.5% | +69.1% | -65.6% | -17.9% |
| 3Y | +366.1% | +85.6% | +280.5% | +242.3% |
| 5Y | +632.2% | +32.9% | +599.2% | +502.5% |
| All | +1,855.0% | +65.4% | +1,789.6% | +1,201.2% |
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