+420.9%
BEN vs VRSN
+7,135.0%
-6,714.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +6.8% | +1.4% | +5.4% | +6.5% |
| 30D | +18.0% | +3.9% | +14.1% | +17.0% |
| 3M | +7.5% | +9.3% | -1.9% | +5.3% |
| 6M | +14.7% | +6.7% | +8.1% | +12.5% |
| YTD | +56.1% | +30.0% | +26.0% | +46.2% |
| 1Y | +69.6% | +26.0% | +43.6% | +59.9% |
| 3Y | +87.7% | +53.1% | +34.5% | +68.5% |
| 5Y | +28.6% | +35.0% | -6.4% | +18.4% |
| 10Y | +59.8% | +291.7% | -231.9% | +17.8% |
| All | +420.9% | +7,135.0% | -6,714.2% | +85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling