+27.9%
VTV vs BEN
+56.2%
-28.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +0.6% |
| 7D | +1.8% | +6.7% | -5.0% | +0.4% |
| 30D | +6.0% | +3.0% | +3.0% | +5.3% |
| 3M | +3.7% | -4.3% | +8.0% | +4.5% |
| 6M | +13.9% | +16.4% | -2.4% | +10.0% |
| YTD | +22.8% | +46.8% | -24.0% | +11.9% |
| 1Y | +27.9% | +57.3% | -29.5% | +14.7% |
| All | +27.9% | +56.2% | -28.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling