+42.8%
VSH vs BEN
+30.9%
+11.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +0.6% |
| 7D | -1.6% | +12.1% | -13.7% | -8.6% |
| 30D | -21.3% | +13.4% | -34.7% | -27.3% |
| 3M | -18.9% | +9.4% | -28.3% | -23.2% |
| 6M | -21.4% | +19.3% | -40.7% | -29.5% |
| YTD | +86.8% | +57.3% | +29.6% | +38.8% |
| 1Y | +85.8% | +69.1% | +16.6% | +31.6% |
| 3Y | +30.1% | +85.6% | -55.5% | -15.1% |
| 5Y | +42.8% | +32.9% | +9.9% | +10.6% |
| All | +42.8% | +30.9% | +11.9% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling