+57.3%
BEN price history and return analytics
+15.2%
+42.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +2.7% |
| 7D | +6.7% | -0.3% | +7.0% | +7.1% |
| 30D | +3.0% | -1.4% | +4.4% | +4.7% |
| 3M | -4.3% | -1.4% | -3.0% | -2.8% |
| 6M | +16.4% | +5.5% | +10.9% | +9.2% |
| YTD | +46.8% | +12.8% | +33.9% | +27.5% |
| 1Y | +57.3% | +15.4% | +41.9% | +33.0% |
| All | +57.3% | +15.2% | +42.1% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling