+718.4%
VTV vs BEN
+271.4%
+447.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +0.3% | +4.7% | -4.4% | -1.6% |
| 30D | +0.1% | +2.6% | -2.5% | -1.0% |
| 3M | +6.2% | +11.5% | -5.3% | +1.1% |
| 6M | +13.5% | +35.3% | -21.8% | -1.1% |
| YTD | +18.9% | +48.6% | -29.8% | -0.8% |
| 1Y | +25.8% | +46.7% | -20.9% | +5.2% |
| 3Y | +68.7% | +57.0% | +11.7% | +32.1% |
| 5Y | +80.3% | +41.8% | +38.5% | +41.8% |
| 10Y | +226.3% | +55.2% | +171.1% | +124.8% |
| All | +718.4% | +271.4% | +447.0% | +243.6% |
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