+39.4%
BEN vs VRSN
+30.8%
+8.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.2% |
| 7D | +3.4% | -1.0% | +4.4% | +3.7% |
| 30D | +1.8% | -1.9% | +3.7% | +2.4% |
| 3M | +8.4% | +1.4% | +7.0% | +7.1% |
| 6M | +35.6% | +19.0% | +16.6% | +23.9% |
| YTD | +46.4% | +19.2% | +27.2% | +32.9% |
| 1Y | +46.3% | +1.7% | +44.6% | +43.1% |
| 3Y | +54.6% | +41.4% | +13.2% | +23.6% |
| 5Y | +39.4% | +31.7% | +7.7% | +14.1% |
| All | +39.4% | +30.8% | +8.6% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling