+1,162.4%
VST vs BEN
+55.0%
+1,107.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.4% |
| 7D | -6.0% | +12.1% | -18.2% | -9.7% |
| 30D | -18.8% | +13.4% | -32.2% | -22.2% |
| 3M | -8.0% | +9.4% | -17.4% | -10.9% |
| 6M | -10.9% | +19.3% | -30.2% | -16.4% |
| YTD | -18.3% | +57.3% | -75.6% | -30.7% |
| 1Y | -29.9% | +69.1% | -99.0% | -42.0% |
| 3Y | +290.3% | +85.6% | +204.7% | +202.5% |
| 5Y | +635.3% | +32.9% | +602.4% | +523.3% |
| 10Y | +1,162.4% | +58.3% | +1,104.0% | +807.2% |
| All | +1,162.4% | +55.0% | +1,107.4% | +807.2% |
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 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