+1,367.1%
VSH vs BEN
+5,192.0%
-3,824.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +0.8% |
| 7D | -1.6% | +12.1% | -13.7% | -7.1% |
| 30D | -21.3% | +13.4% | -34.7% | -26.0% |
| 3M | -18.9% | +9.4% | -28.3% | -22.2% |
| 6M | -21.4% | +19.3% | -40.7% | -27.9% |
| YTD | +86.8% | +57.3% | +29.6% | +47.1% |
| 1Y | +85.8% | +69.1% | +16.6% | +40.8% |
| 3Y | +30.1% | +85.6% | -55.5% | -6.7% |
| 5Y | +42.8% | +32.9% | +9.9% | +19.7% |
| 10Y | +121.2% | +58.3% | +62.9% | +59.1% |
| All | +1,367.1% | +5,192.0% | -3,824.9% | +175.4% |
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