+57.0%
BEN price history and return analytics
+76.6%
-19.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | +4.7% | +1.0% | +3.7% | +3.4% |
| 30D | +2.6% | -0.2% | +2.8% | +2.9% |
| 3M | +11.5% | +4.5% | +6.9% | +5.6% |
| 6M | +35.3% | +14.1% | +21.3% | +15.5% |
| YTD | +48.6% | +14.8% | +33.9% | +25.9% |
| 1Y | +46.7% | +21.2% | +25.5% | +16.2% |
| 3Y | +57.0% | +76.6% | -19.6% | -25.6% |
| All | +57.0% | +76.6% | -19.6% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling