+111.1%
VSH vs BEN
+58.7%
+52.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.7% | -4.5% |
| 7D | +14.3% | +6.8% | +7.6% | +10.0% |
| 30D | -7.9% | +18.0% | -25.8% | -16.4% |
| 3M | -19.9% | +7.5% | -27.3% | -22.9% |
| 6M | -30.5% | +14.7% | -45.2% | -35.6% |
| YTD | +85.7% | +56.1% | +29.6% | +41.7% |
| 1Y | +98.9% | +69.6% | +29.3% | +44.5% |
| 3Y | +32.1% | +87.7% | -55.6% | -10.9% |
| 5Y | +39.7% | +28.6% | +11.0% | +14.4% |
| All | +111.1% | +58.7% | +52.4% | +35.6% |
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