+125.1%
BEN price history and return analytics
+355.4%
-230.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.8% |
| 7D | +12.1% | -0.1% | +12.3% | +12.5% |
| 30D | +13.4% | -3.1% | +16.5% | +18.3% |
| 3M | +9.4% | -3.5% | +12.9% | +14.7% |
| 6M | +19.3% | +0.5% | +18.8% | +18.5% |
| YTD | +57.3% | +10.8% | +46.5% | +38.0% |
| 1Y | +69.1% | +11.9% | +57.2% | +46.5% |
| 3Y | +85.6% | +73.0% | +12.6% | -8.3% |
| 5Y | +32.9% | +58.6% | -25.7% | -25.0% |
| 10Y | +58.3% | +219.2% | -160.9% | -63.3% |
| All | +125.1% | +355.4% | -230.3% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling