+52.9%
BEN vs VRSN
+291.7%
-238.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +11.3% | +0.1% | +11.2% | +11.2% |
| 30D | +15.0% | +3.6% | +11.5% | +13.4% |
| 3M | +7.8% | +10.8% | -2.9% | +3.2% |
| 6M | +15.5% | +9.9% | +5.5% | +9.8% |
| YTD | +55.4% | +29.8% | +25.6% | +36.2% |
| 1Y | +63.3% | +26.3% | +37.0% | +44.7% |
| 3Y | +83.4% | +53.5% | +29.9% | +44.8% |
| 5Y | +28.1% | +34.8% | -6.7% | +5.3% |
| All | +52.9% | +291.7% | -238.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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