+1,250.4%
VUG vs BEN
+272.2%
+978.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.9% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | -0.3% | -0.5% | +0.2% | -0.2% |
| 3M | -0.7% | +9.7% | -10.4% | -4.5% |
| 6M | +14.6% | +33.9% | -19.3% | +1.4% |
| YTD | +9.0% | +49.0% | -40.0% | -7.8% |
| 1Y | +14.9% | +42.1% | -27.2% | -1.3% |
| 3Y | +86.0% | +51.9% | +34.2% | +50.8% |
| 5Y | +76.7% | +39.0% | +37.7% | +45.7% |
| 10Y | +411.3% | +57.9% | +353.4% | +265.3% |
| All | +1,250.4% | +272.2% | +978.2% | +498.8% |
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