+641.9%
VST vs BEN
+32.3%
+609.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +10.9% | +7.2% | +3.8% | +8.7% |
| 30D | -15.6% | +14.1% | -29.7% | -19.1% |
| 3M | -7.8% | +9.9% | -17.7% | -10.6% |
| 6M | -12.0% | +17.4% | -29.4% | -16.5% |
| YTD | -16.9% | +57.3% | -74.2% | -28.4% |
| 1Y | -25.1% | +66.9% | -92.0% | -36.7% |
| 3Y | +297.1% | +85.7% | +211.4% | +210.0% |
| 5Y | +641.9% | +31.2% | +610.7% | +513.5% |
| All | +641.9% | +32.3% | +609.6% | +513.5% |
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