+348.0%
VT vs BEN
+96.9%
+251.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -2.0% |
| 7D | -4.2% | -0.4% | -3.8% | -4.0% |
| 30D | -5.8% | -0.7% | -5.1% | -5.6% |
| 3M | -5.2% | -6.8% | +1.6% | -2.5% |
| 6M | +0.1% | +7.9% | -7.8% | -3.6% |
| YTD | +8.2% | +39.6% | -31.3% | -7.4% |
| 1Y | +10.1% | +48.5% | -38.4% | -8.5% |
| 3Y | +69.7% | +55.7% | +13.9% | +33.0% |
| 5Y | +53.4% | +15.1% | +38.2% | +34.0% |
| 10Y | +219.2% | +57.4% | +161.9% | +115.0% |
| All | +348.0% | +96.9% | +251.2% | +128.7% |
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