+1,205.2%
VST vs BEN
+70.4%
+1,134.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.3% | +1.0% | +5.1% |
| 7D | -0.5% | +12.2% | -12.7% | -4.4% |
| 30D | -17.1% | +12.1% | -29.2% | -20.3% |
| 3M | -4.6% | +7.3% | -11.9% | -7.0% |
| 6M | -9.1% | +17.9% | -26.9% | -14.3% |
| YTD | -16.6% | +55.4% | -72.1% | -28.9% |
| 1Y | -29.5% | +69.3% | -98.8% | -41.7% |
| 3Y | +297.5% | +82.8% | +214.7% | +209.8% |
| 5Y | +654.5% | +28.8% | +625.7% | +546.9% |
| 10Y | +1,205.2% | +53.9% | +1,151.3% | +829.4% |
| All | +1,205.2% | +70.4% | +1,134.8% | +829.4% |
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 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