-100.0%
BENF price history and return analytics
+62.9%
-162.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.7% |
| 7D | -10.7% | -0.1% | -10.5% | -10.6% |
| 30D | -33.0% | -3.1% | -29.9% | -33.0% |
| 3M | -74.9% | -3.5% | -71.4% | -74.9% |
| 6M | -79.5% | +0.5% | -80.0% | -79.9% |
| YTD | -90.0% | +10.8% | -100.8% | -90.5% |
| 1Y | -82.2% | +11.9% | -94.1% | -83.2% |
| 3Y | -99.9% | +73.0% | -172.8% | -99.9% |
| All | -100.0% | +62.9% | -162.8% | -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 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