+228.7%
VTV vs BEN
+56.6%
+172.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | -1.1% | -3.1% | +2.0% | 0.0% |
| 30D | -1.0% | +0.2% | -1.2% | -1.2% |
| 3M | +4.6% | +6.8% | -2.2% | +1.9% |
| 6M | +13.5% | +38.1% | -24.6% | +0.5% |
| YTD | +18.5% | +44.3% | -25.8% | +3.0% |
| 1Y | +22.9% | +42.6% | -19.7% | +6.9% |
| 3Y | +67.8% | +52.3% | +15.5% | +38.5% |
| 5Y | +81.8% | +37.6% | +44.2% | +50.7% |
| All | +228.7% | +56.6% | +172.1% | +136.2% |
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