+2,723.0%
VRT vs BEN
+56.7%
+2,666.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +0.8% | +2.8% |
| 7D | +9.1% | +0.2% | +8.9% | +9.0% |
| 30D | +0.9% | -0.5% | +1.5% | +1.2% |
| 3M | -13.4% | +9.7% | -23.1% | -16.6% |
| 6M | +11.7% | +33.9% | -22.2% | -1.6% |
| YTD | +73.2% | +49.0% | +24.3% | +44.9% |
| 1Y | +123.4% | +42.1% | +81.3% | +90.1% |
| 3Y | +606.2% | +51.9% | +554.3% | +464.8% |
| 5Y | +899.9% | +39.0% | +860.9% | +715.2% |
| All | +2,723.0% | +56.7% | +2,666.3% | +1,820.4% |
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