+41.8%
BEN price history and return analytics
+66.2%
-24.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | +4.7% | +1.0% | +3.7% | +3.3% |
| 30D | +2.6% | -0.2% | +2.8% | +2.9% |
| 3M | +11.5% | +4.5% | +6.9% | +5.0% |
| 6M | +35.3% | +14.1% | +21.3% | +13.6% |
| YTD | +48.6% | +14.8% | +33.9% | +23.7% |
| 1Y | +46.7% | +21.2% | +25.5% | +13.4% |
| 3Y | +57.0% | +76.6% | -19.6% | -28.1% |
| 5Y | +41.8% | +66.6% | -24.8% | -25.8% |
| All | +41.8% | +66.2% | -24.4% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling