+1,466.8%
VTR vs BEN
+658.6%
+808.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.0% |
| 7D | +0.2% | +6.8% | -6.6% | -2.4% |
| 30D | +5.5% | +18.0% | -12.5% | -1.4% |
| 3M | -0.9% | +7.5% | -8.4% | -4.2% |
| 6M | -0.4% | +14.7% | -15.1% | -6.7% |
| YTD | +17.0% | +56.1% | -39.1% | -3.8% |
| 1Y | +18.0% | +69.6% | -51.6% | -6.3% |
| 3Y | +127.4% | +87.7% | +39.7% | +66.3% |
| 5Y | +92.3% | +28.6% | +63.6% | +60.6% |
| 10Y | +129.6% | +59.8% | +69.8% | +61.2% |
| All | +1,466.8% | +658.6% | +808.2% | +579.6% |
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