-50.0%
VTRS vs BEN
+56.6%
-106.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.2% | -3.1% | +0.9% | -0.9% |
| 30D | +3.3% | +0.2% | +3.1% | +3.1% |
| 3M | +2.0% | +6.8% | -4.9% | -1.2% |
| 6M | +19.9% | +38.1% | -18.2% | +3.7% |
| YTD | +35.7% | +44.3% | -8.6% | +15.0% |
| 1Y | +68.1% | +42.6% | +25.5% | +42.7% |
| 3Y | +87.1% | +52.3% | +34.8% | +49.7% |
| 5Y | +47.6% | +37.6% | +10.0% | +20.0% |
| All | -50.0% | +56.6% | -106.6% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling