+1,474.1%
VTR vs BEN
+622.4%
+851.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -2.4% | +4.7% | -7.1% | -4.2% |
| 30D | -3.7% | +2.6% | -6.3% | -4.8% |
| 3M | +13.5% | +11.5% | +2.0% | +8.2% |
| 6M | +7.2% | +35.3% | -28.1% | -6.0% |
| YTD | +17.6% | +48.6% | -31.1% | -1.1% |
| 1Y | +35.4% | +46.7% | -11.3% | +13.9% |
| 3Y | +132.8% | +57.0% | +75.8% | +83.8% |
| 5Y | +88.7% | +41.8% | +46.8% | +50.7% |
| 10Y | +87.6% | +55.2% | +32.4% | +32.7% |
| All | +1,474.1% | +622.4% | +851.7% | +598.8% |
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