+89.1%
BEN vs VRSN
+54.2%
+34.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.1% |
| 7D | +7.2% | -1.2% | +8.4% | +7.4% |
| 30D | +14.1% | +3.8% | +10.4% | +13.5% |
| 3M | +9.9% | +9.5% | +0.4% | +8.3% |
| 6M | +17.4% | +10.3% | +7.1% | +15.4% |
| YTD | +57.3% | +30.5% | +26.8% | +48.3% |
| 1Y | +66.9% | +27.9% | +39.1% | +58.1% |
| All | +89.1% | +54.2% | +34.9% | +54.9% |
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