+424.9%
BEN vs VRSN
+7,159.8%
-6,734.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.2% |
| 7D | +7.2% | -1.2% | +8.4% | +7.4% |
| 30D | +14.1% | +3.8% | +10.4% | +13.2% |
| 3M | +9.9% | +9.5% | +0.4% | +7.7% |
| 6M | +17.4% | +10.3% | +7.1% | +14.3% |
| YTD | +57.3% | +30.5% | +26.8% | +47.3% |
| 1Y | +66.9% | +27.9% | +39.1% | +56.9% |
| 3Y | +85.7% | +54.3% | +31.4% | +66.4% |
| 5Y | +31.2% | +37.2% | -6.0% | +20.4% |
| 10Y | +61.0% | +293.1% | -232.0% | +18.6% |
| All | +424.9% | +7,159.8% | -6,734.9% | +86.5% |
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 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