+57.0%
BEN vs VRSN
+38.4%
+18.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.3% |
| 7D | +4.7% | -2.1% | +6.8% | +5.1% |
| 30D | +2.6% | -3.9% | +6.5% | +3.3% |
| 3M | +11.5% | -0.1% | +11.6% | +11.4% |
| 6M | +35.3% | +16.4% | +18.9% | +29.7% |
| YTD | +48.6% | +17.2% | +31.4% | +42.0% |
| 1Y | +46.7% | +1.0% | +45.7% | +46.2% |
| 3Y | +57.0% | +39.1% | +17.9% | +35.5% |
| All | +57.0% | +38.4% | +18.7% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling