+420.5%
VUG vs BEN
+53.7%
+366.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | +0.1% | +3.4% | -3.3% | -1.1% |
| 30D | -1.7% | +1.8% | -3.5% | -2.4% |
| 3M | +2.8% | +8.4% | -5.6% | -0.3% |
| 6M | +13.6% | +35.6% | -22.0% | +1.3% |
| YTD | +8.1% | +46.4% | -38.3% | -6.5% |
| 1Y | +13.1% | +46.3% | -33.3% | -2.4% |
| 3Y | +87.0% | +54.6% | +32.3% | +53.5% |
| 5Y | +76.0% | +39.4% | +36.6% | +47.0% |
| 10Y | +420.5% | +57.6% | +362.9% | +286.1% |
| All | +420.5% | +53.7% | +366.8% | +286.1% |
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