+1,002.6%
VST vs BEN
+54.6%
+947.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +4.7% | +5.8% | +9.0% |
| 7D | -9.8% | +6.6% | -16.4% | -11.8% |
| 30D | -25.1% | +3.8% | -29.0% | -26.2% |
| 3M | -11.6% | +0.2% | -11.8% | -11.8% |
| 6M | -20.9% | +10.4% | -31.4% | -23.8% |
| YTD | -22.3% | +46.2% | -68.5% | -32.2% |
| 1Y | -32.0% | +52.3% | -84.3% | -41.6% |
| 3Y | +262.4% | +65.9% | +196.4% | +193.2% |
| 5Y | +563.4% | +20.6% | +542.8% | +482.7% |
| 10Y | +1,120.7% | +64.8% | +1,055.9% | +781.9% |
| All | +1,002.6% | +54.6% | +947.9% | +694.5% |
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 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