+109.0%
VSH vs BEN
+43.6%
+65.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -0.2% |
| 7D | +2.8% | +0.3% | +2.4% | +2.5% |
| 30D | -6.0% | +0.9% | -6.9% | -6.7% |
| 3M | -42.6% | +9.2% | -51.8% | -45.6% |
| 6M | +82.1% | +36.8% | +45.3% | +46.6% |
| YTD | +117.5% | +44.4% | +73.2% | +64.0% |
| 1Y | +109.0% | +45.8% | +63.2% | +53.2% |
| All | +109.0% | +43.6% | +65.4% | +53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling