+377.4%
VT vs BEN
+110.1%
+267.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -1.5% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | +1.0% | -0.5% | +1.5% | +1.1% |
| 3M | +2.4% | +9.7% | -7.3% | -1.9% |
| 6M | +12.0% | +33.9% | -21.9% | -2.0% |
| YTD | +15.3% | +49.0% | -33.6% | -4.0% |
| 1Y | +22.6% | +42.1% | -19.5% | +3.8% |
| 3Y | +74.7% | +51.9% | +22.8% | +38.5% |
| 5Y | +66.1% | +39.0% | +27.1% | +32.5% |
| 10Y | +225.0% | +57.9% | +167.1% | +119.5% |
| All | +377.4% | +110.1% | +267.3% | +137.3% |
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