+51.8%
BEN vs VRSN
+293.8%
-242.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.6% |
| 7D | +0.3% | -1.5% | +1.9% | +0.9% |
| 30D | +0.9% | +0.7% | +0.2% | +0.4% |
| 3M | +9.2% | +0.6% | +8.6% | +8.1% |
| 6M | +36.8% | +21.7% | +15.0% | +23.9% |
| YTD | +44.4% | +20.0% | +24.4% | +30.9% |
| 1Y | +45.8% | +3.2% | +42.7% | +41.0% |
| 3Y | +52.5% | +42.4% | +10.2% | +24.4% |
| 5Y | +37.7% | +33.0% | +4.7% | +14.0% |
| All | +51.8% | +293.8% | -242.0% | -16.1% |
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