-71.9%
BENF price history and return analytics
+18.7%
-90.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.9% | -0.9% | -27.0% | -27.5% |
| 7D | -43.6% | -2.0% | -41.6% | -43.1% |
| 30D | -55.9% | -1.4% | -54.5% | -55.6% |
| 3M | -64.9% | +4.7% | -69.6% | -65.1% |
| 6M | -68.1% | +11.4% | -79.5% | -69.4% |
| YTD | -82.8% | +13.1% | -95.8% | -83.2% |
| 1Y | -71.9% | +19.0% | -91.0% | -70.3% |
| All | -71.9% | +18.7% | -90.7% | -70.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling