-100.0%
BENF price history and return analytics
+63.7%
-163.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.1% |
| 7D | -5.8% | +2.9% | -8.7% | -5.7% |
| 30D | -25.2% | -2.5% | -22.7% | -25.2% |
| 3M | -72.6% | -3.3% | -69.2% | -72.5% |
| 6M | -80.2% | +1.5% | -81.7% | -80.6% |
| YTD | -90.7% | +11.4% | -102.1% | -91.2% |
| 1Y | -84.7% | +11.9% | -96.6% | -85.5% |
| 3Y | -99.9% | +73.9% | -173.8% | -99.9% |
| All | -100.0% | +63.7% | -163.7% | -100.0% |
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 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