-100.0%
BENF price history and return analytics
+68.7%
-168.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.0% | -0.5% | -22.5% | -22.8% |
| 7D | -7.9% | +1.0% | -9.0% | -8.2% |
| 30D | -40.2% | -0.2% | -39.9% | -40.1% |
| 3M | -47.1% | +4.5% | -51.6% | -47.9% |
| 6M | -52.8% | +14.1% | -66.8% | -55.1% |
| YTD | -74.5% | +14.8% | -89.2% | -75.8% |
| 1Y | -49.5% | +21.2% | -70.7% | -52.9% |
| 3Y | -99.9% | +76.6% | -176.5% | -99.9% |
| All | -100.0% | +68.7% | -168.7% | -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 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