+1,636.0%
VSH vs BEN
+4,913.3%
-3,277.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +0.9% | +2.5% |
| 7D | +4.1% | +0.2% | +3.8% | +3.9% |
| 30D | -4.2% | -0.5% | -3.6% | -3.9% |
| 3M | -50.0% | +9.7% | -59.7% | -52.2% |
| 6M | +80.2% | +33.9% | +46.3% | +53.9% |
| YTD | +121.1% | +49.0% | +72.1% | +78.1% |
| 1Y | +112.0% | +42.1% | +69.9% | +75.1% |
| 3Y | +22.5% | +51.9% | -29.3% | -2.9% |
| 5Y | +64.0% | +39.0% | +25.0% | +32.8% |
| 10Y | +170.4% | +57.9% | +112.5% | +92.6% |
| All | +1,636.0% | +4,913.3% | -3,277.4% | +233.4% |
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