+51.8%
BEN price history and return analytics
+226.9%
-175.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.3% |
| 7D | +0.3% | -2.0% | +2.3% | +2.9% |
| 30D | +0.9% | -1.4% | +2.3% | +2.7% |
| 3M | +9.2% | +4.7% | +4.4% | +2.9% |
| 6M | +36.8% | +11.4% | +25.4% | +19.7% |
| YTD | +44.4% | +13.1% | +31.3% | +23.9% |
| 1Y | +45.8% | +19.0% | +26.8% | +17.3% |
| 3Y | +52.5% | +73.9% | -21.4% | -23.6% |
| 5Y | +37.7% | +65.4% | -27.7% | -25.1% |
| All | +51.8% | +226.9% | -175.1% | -63.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling