+325.3%
VWO vs BEN
+187.1%
+138.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.2% |
| 7D | +0.2% | +3.4% | -3.2% | -1.5% |
| 30D | +0.9% | +1.8% | -0.9% | -0.1% |
| 3M | +4.3% | +8.4% | -4.1% | -0.1% |
| 6M | +10.5% | +35.6% | -25.1% | -5.7% |
| YTD | +13.4% | +46.4% | -33.0% | -7.3% |
| 1Y | +18.6% | +46.3% | -27.8% | -3.4% |
| 3Y | +65.8% | +54.6% | +11.2% | +25.0% |
| 5Y | +35.2% | +39.4% | -4.2% | +1.8% |
| 10Y | +116.6% | +57.6% | +59.1% | +30.7% |
| All | +325.3% | +187.1% | +138.2% | +47.0% |
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